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OUTER RIDGE HOLDINGS, LLC — OUTER RIDGE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230504102028NAL0029492560001
OUTER RIDGE HOLDINGS, LLC
Form 5500-SF
FILING_RECEIVED
OUTER RIDGE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
39
Accounts w/ balance
21
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OUTER RIDGE HOLDINGS, LLC
.
Find decision makers
Plan sponsor
Name
OUTER RIDGE HOLDINGS, LLC
EIN
84-4294257
Address
75 NEWPORT ROAD, SUITE 211 · NEW LONDON, NH · 03257
Phone
(603) 526-9003
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-05-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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POSITIVE APPROACH
80
Knocking points off
54% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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