How big is Open Source Research, LLC's plan?

Open Source Research, LLC's plan reported $5.3M in assets and 18 participants for 2024.

Original filing (PDF)20250204112218NAL0008105857001

Open Source Research, LLC

Name: Open Source Research, LLC — Open Source Research, Form 5500 (2024)
Creator: Open Source Research, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Open Source Research 401(k) Plan

401(k) retirement plan · Open Source Research, LLC's Open Source Research 401(k) Plan held $5.3M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Thomas B. Catan signed Open Source Research, LLC's 2024 Form 5500 as plan administrator.

Thomas B. Catan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Open Source Research, LLC's EIN is 85-2333026.

EIN 85-2333026

Plan number 001

Plan year 2024

ACK ID 20250204112218NAL0008105857001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Open Source Research, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Open Source Research, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPEN SOURCE RESEARCH, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score