Original filing (PDF)20250418015453NAL0002055601001

THE OLANA PARTNERSHIP

Name: THE OLANA PARTNERSHIP — OLANA 403(B) PLAN, Form 5500 (2024)
Creator: THE OLANA PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

OLANA 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$846K

Net assets (EOY)

$846K

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

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 THE OLANA PARTNERSHIP.

Plan sponsor

Name

THE OLANA PARTNERSHIP

EIN

14-1828430

Address

5720 ROUTE 9G · PO BOX 199 · HUDSON, NY · 12534

Phone

(518) 828-1872

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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