Original filing (PDF)20250718120742NAL0001738961001

ONWARD INSIGHTS LLC

Name: ONWARD INSIGHTS LLC — ONWARD INSIGHTS 401(K) PLAN, Form 5500 (2024)
Creator: ONWARD INSIGHTS LLC

Form 5500-SF

FILING_RECEIVED

ONWARD INSIGHTS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$172K

Net assets (EOY)

$172K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ONWARD INSIGHTS LLC

EIN

86-1392223all filings

Address

10364 HIGHLAND DR · BRECKSVILLE, OH · 44141

Phone

(440) 476-0660

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

COGENT TECHNOLOGIES CORPORATION

COGENT TECHNOLOGIES CORPORATION 401(K) PLAN

$171K · 3 participants

AUGUST STRATEGY GROUP, LLC

AUGUST STRATEGY GROUP 401(K) PLAN

$172K · 5 participants

SKG CONSULTING

$171K · 2 participants

GROER LLC

UPROER 401(K) PLAN

$172K · 10 participants

MEDIATREE LLC

EDIATREE LLC 401K PLAN M

$171K · 6 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.