How big is O3 Story Technologies, Inc.'s plan?

O3 Story Technologies, Inc.'s plan reported $336K in assets and 11 participants for 2024.

Original filing (PDF)20251014140056NAL0001466259001

O3 Story Technologies, Inc.

Name: O3 Story Technologies, Inc. — O3 Story Technologies, Form 5500 (2024)
Creator: O3 Story Technologies, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O3 Story Technologies, Inc. 401(k) Plan

401(k) retirement plan · O3 Story Technologies, Inc.'s O3 Story Technologies, Inc. 401(k) Plan held $336K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$336K

Net assets (EOY)

$336K

People on this filing

Carla OTTE signed O3 Story Technologies, Inc.'s 2024 Form 5500 as plan administrator.

Carla OTTE — 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

O3 Story Technologies, Inc.'s EIN is 92-0276979.

EIN 92-0276979

Plan number 001

Plan year 2024

ACK ID 20251014140056NAL0001466259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for O3 Story Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

O3 Story Technologies, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for O3 STORY TECHNOLOGIES, 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