Original filing (PDF)20240626134045NAL0008704433003

DE OLIVEIRA ELECTRIC COMPANY

Name: DE OLIVEIRA ELECTRIC COMPANY — DE OLIVEIRA ELECTRIC COMPANY RETIREMENT PLAN, Form 5500 (2023)
Creator: DE OLIVEIRA ELECTRIC COMPANY

Form 5500-SF

FILING_RECEIVED

DE OLIVEIRA ELECTRIC COMPANY RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$98K

Net assets (EOY)

$98K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DE OLIVEIRA ELECTRIC COMPANY.

Plan sponsor

Name

DE OLIVEIRA ELECTRIC COMPANY

EIN

11-3834408

Address

PO BOX 221266 · CARMEL, CA · 939221266

Phone

(831) 393-9511

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Electrical Contractors plans

PERFECT EFFICIENCY AIR CONDITION

PERFECT EFFICIENCY AIR CONDITIONING 401K PLAN

$98K · 5 participants

SCHOLARSHIP FUND OF THE IBEW LOCAL UNION 98

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 98/NECA SCHOLARSHIP FUND

$98K · 3,523 participants

SKY NRG SOLAR INC.

SKY NRG SOLAR INC. 401(K) PLAN

$98K · 4 participants

EAGLE ELECTRIC SERVICES, LLC

EAGLE ELECTRIC SERVICES, LLC 401(K) PLAN

$98K · 17 participants

VALLEY ELECTRIC SERVICES, LLC