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  2. Ownersedge Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Ownersedge Inc.

EIN 47-2035141-venture capital & private equity-Latest filing 2025
Plans
3
Retirement
2
$121.9M assets
Health & Benefits
1
$271K premiums
Participants
1,058
N16W23217 STONE RIDGE DRIVE, SUITE 250 - WAUKESHA, WI 53188262-506-3183ownersedgeinc.comLinkedIn201-500 employeesventure capital & private equity
Plans on this EIN
3 filings
#002ESOP-$92.6M - 357 part#001401(k)-$29.3M - 393 part#501Mixed-$271K - 510 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $121.9M assets / 750 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$92.6M
  • PROFIT SHARING PLAN (#001)$29.3M
Total $121.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$92.6M
  • ALERUS FINANCIAL, N.A.$29.3M
Total $121.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)393
  • EMPLOYEE STOCK OWNERSHIP (#002)357
Total 750Select a row to open it

Benefits portfolio analytics

1 plan / $271K premiums / 510 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$218K
  • Life$210K
  • Short-term disability$210K
  • Long-term disability$210K
  • Vision$38K
  • Dental$16K
Total $271K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

OWNERSEDGE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$92.6M
Participants357
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$29.3M
Participants393
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

OWNERSEDGE INC. HEALTH & WELFARE PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$271K
Covered lives510
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002OWNERSEDGE EMPLOYEE STOCK OWNERSHIP PLANESOP$92.6M3572025
#001OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN401(k)$29.3M3932025
  • OWNERSEDGE EMPLOYEE STOCK OWNERSHIP PLAN$92.6M
    #002 · ESOP · 2025357
  • OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN$29.3M
    #001 · 401(k) · 2025393

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501OWNERSEDGE INC. HEALTH & WELFARE PLANMixedRELIASTAR LIFE INSURANCE COMPANY$271K5102025
  • OWNERSEDGE INC. HEALTH & WELFARE PLAN$271K
    #501 · Mixed · RELIASTAR LIFE INSURANCE COMPANY · 2025510
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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