Ovis Llc 401(k) Plan: Login, Facts & Contact Information

Ovis Llc 401(k) Plan Facts

Plan name
OJAI VALLEY INN 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OVIS LLC
Participants
894 (918 active employees)
Former employees with a balance
97
Plan assets
$18,669,965 at Dec 31, 2024
Average account balance
$26,941 across 693 accounts
Employer contributions
$1,235,307 in plan year 2024 (36% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Mar 1, 1996
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 26, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.42 million went into the plan in contributions, $1.24 million of it from the employer (36%).
  • $1.27 million was paid out to participants.
  • Investment and other income added $2.04 million.
  • Administrative expenses were $102,843, about $148 per account.

How the Ovis Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019747$10.6 million$258,028$724,322
2020801$11.3 million$269,397$1.44 million
2021692$12.7 million$342,675$974,535
2022837$10.2 million$414,812$2.20 million
2023822$14.6 million$848,384$1.15 million
2024894$18.7 million$1.24 million$1.27 million

Ovis Llc 401(k) Contact Information

Phone
805-640-2068
Mailing address
905 COUNTRY CLUB RD, OJAI CA 930233734
Plan sponsor
OVIS LLC
Employer identification number (EIN)
37-1472460
Plan number
001

Questions about the Ovis Llc 401(k)

Does Ovis Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.24 million, 36% of all contributions.

Does the Ovis Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Ovis Llc 401(k) plan?

894 participants at the start of plan year 2024, 918 of them active employees, and 97 former employees who still had money in the plan.

What is the average 401(k) balance at Ovis Llc?

About $26,941 per account: $18.7 million in plan assets across 693 accounts with a balance at the end of plan year 2024.

Who manages the Ovis Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Ovis Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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