How big is Onward Insights LLC's plan?

Onward Insights LLC's plan reported $172K in assets and 4 participants for 2024.

Original filing (PDF)20250718120742NAL0001738961001

Onward Insights LLC

Name: Onward Insights LLC — Onward Insights 401(k) Plan, Form 5500 (2024)
Creator: Onward Insights LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Onward Insights 401(k) Plan

401(k) retirement plan · Onward Insights LLC's Onward Insights 401(k) Plan held $172K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$172K

Net assets (EOY)

$172K

People on this filing

Marcus Bowie signed Onward Insights LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Onward Insights LLC's EIN is 86-1392223.

EIN 86-1392223

Plan number 001

Plan year 2024

ACK ID 20250718120742NAL0001738961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Onward Insights LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Onward Insights LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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