How big is Openconcept Consulting, LLC's plan?

Openconcept Consulting, LLC's plan reported $117K in assets and 2 participants for 2024.

Original filing (PDF)20251010112426NAL0007603361001

Openconcept Consulting, LLC

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

Form 5500-SF

FILING_RECEIVED

Openconcept Consulting, LLC 401(k) Plan

401(k) retirement plan · Openconcept Consulting, LLC's Openconcept Consulting, LLC 401(k) Plan held $117K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$117K

Net assets (EOY)

$117K

People on this filing

Richard Tatum signed Openconcept Consulting, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Openconcept Consulting, LLC's EIN is 87-1316731.

EIN 87-1316731

Plan number 001

Plan year 2024

ACK ID 20251010112426NAL0007603361001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Openconcept Consulting, 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 OPENCONCEPT CONSULTING, LLC.

Finding similar companies…

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