Original filing (PDF)20250718165801NAL0002146593001

OLIPHANT FINANCIAL LLC

Name: OLIPHANT FINANCIAL LLC — OLIPHANT FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: OLIPHANT FINANCIAL LLC

Form 5500-SF

FILING_RECEIVED

OLIPHANT FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$308K

Net assets (EOY)

$308K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLIPHANT FINANCIAL LLC.

Plan sponsor

Name

OLIPHANT FINANCIAL LLC

EIN

20-3932975

Address

6001 W WILLIAM CANNON DR STE 102 · AUSTIN, TX · 787491916

Phone

(941) 556-1453

Industry