How big is Options Research Group LLC's plan?

Options Research Group LLC's plan reported $53K in assets and 5 participants for 2024.

Original filing (PDF)20250718120818NAL0000799587001

Options Research Group LLC

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

Form 5500-SF

FILING_RECEIVED

Options Research Group LLC 401(k) Plan

401(k) retirement plan · Options Research Group LLC's Options Research Group LLC 401(k) Plan held $53K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

People on this filing

Marcus Bowie signed Options Research Group 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

Options Research Group LLC's EIN is 92-3774869.

EIN 92-3774869

Plan number 001

Plan year 2024

ACK ID 20250718120818NAL0000799587001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Options Research Group 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 OPTIONS RESEARCH GROUP 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

OPTIONS RESEARCH GROUP LLC

EIN

all filings

Address

1471 FARMHOUSE DR · WESTFIELD, IN · 46074

Phone

(317) 776-8822

Industry

Health Care & Social Assistance

Plan administrator