How big is OG Wealth Management Inc.'s plan?

OG Wealth Management Inc.'s plan reported $98K in assets and 3 participants for 2024.

Original filing (PDF)20251015153232NAL0010071698001

OG Wealth Management Inc.

Name: OG Wealth Management Inc. — OG Wealth Management, Form 5500 (2024)
Creator: OG Wealth Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OG Wealth Management Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · OG Wealth Management Inc.'s OG Wealth Management Inc. 401(k) Profit Sharing Plan held $98K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$98K

Net assets (EOY)

$97K

Plan identifiers

OG Wealth Management Inc.'s EIN is 85-2909060.

EIN 85-2909060

Plan number 001

Plan year 2024

ACK ID 20251015153232NAL0010071698001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for OG Wealth Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

OG Wealth Management Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OG WEALTH MANAGEMENT INC.

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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