Original filing (PDF)20250904121532NAL0027357312001

OLIVER FAMILY HOLDINGS, INC. DBA OLIVER SUBARU OF RUTLAND

Name: OLIVER FAMILY HOLDINGS, INC. DBA OLIVER SUBARU OF RUTLAND — OLIVER SUBARU OF RUTLAND 401K PLAN, Form 5500 (2024)
Creator: OLIVER FAMILY HOLDINGS, INC. DBA OLIVER SUBARU OF RUTLAND

Form 5500-SF

FILING_RECEIVED

OLIVER SUBARU OF RUTLAND 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$968K

Net assets (EOY)

$968K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLIVER FAMILY HOLDINGS, INC. DBA OLIVER SUBARU OF RUTLAND.

Plan sponsor

Name

OLIVER FAMILY HOLDINGS, INC. DBA OLIVER SUBARU OF RUTLAND

EIN

03-0410390

Address

128 US - 7 · RUTLAND, VT · 05701

Phone

(802) 772-3500

Industry

Retail Tradesee all

Plan administrator