Original filing (PDF)20250627233532NAL0023640002018

OPERIO GROUP LLC

Name: OPERIO GROUP LLC — OPERIO GROUP 401(K) PLAN, Form 5500 (2024)
Creator: OPERIO GROUP LLC

Form 5500-SF

FILING_RECEIVED

OPERIO GROUP 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

202

Accounts w/ balance

242

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPERIO GROUP LLC.

Plan sponsor

Name

OPERIO GROUP LLC

EIN

88-2904293

Address

6601 WILL ROGERS BLVD · FORT WORTH, TX · 76140

Phone

(972) 955-9097

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-28

Pension benefit codes

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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