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Department of Labor filing

OGRE HOLDINGS, LLC

OGRE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Aug 11, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

52filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$2,496

Reported employer contributions per active participant.

Higher than about 71% of comparable plans
#People in the filing
148

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$306 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 8% of comparable plans
↗Investment performance
Not available

Plan assets changed 15.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202452out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions71st percentileTypical peer $1,654 · based on 455 comparable plans
Lower reported administrative expense8th percentileTypical peer $138 · based on 457 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, OGRE HOLDINGS, LLC reported $369,405 in employer contributions across the plan and 148 active participants. That works out to $2,496 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy79%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 3.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 1.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context52/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$369,405
Participant contributions
$622,264
Other contributions
$63,589
Employer share of reported contributions
37.3%
Beginning assets
$9,402,372
Ending assets
$10,860,986
Ending net assets
$10,860,986
Ending liabilities
$0
Total income
$2,360,014
Total expenses
$901,400
Administrative expenses
$48,338
Participant loans
$322,191

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$2,414
2023
$2,603
2024
$2,496
Plan-paid administrative expenses per participant
2022
$300
2023
$307
2024
$306
Active participants
2022
108
2023
115
2024
148
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$2,49614810.9M20250811050634NAL0006703585001
2023$2,6031159.4M20240925053422NAL0008081203001
2022$2,4141088M20231017133403NAL0027012963001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
3.0%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
203308873-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Oct 1, 2007
Industry
Industry group 336
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANCEBERNSTEIN L.P.2024Not reportedunknown
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
CHARLES SCHWAB & CO., INC.2024Not reportedunknown
COLUMBIA2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
METROPOLITAN LIFE2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
THORNBURG SECURITIES CORPORATION2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250811050634NAL0006703585001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗