Original filing (PDF)20250502154339NAL0002907555001

THE FRANK & THERESA OLIVER ACA

Name: THE FRANK & THERESA OLIVER ACA — THE FRANK & THERESA OLIVER ACA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: THE FRANK & THERESA OLIVER ACA

Form 5500-SF

FILING_RECEIVED

THE FRANK & THERESA OLIVER ACA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

137

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE FRANK & THERESA OLIVER ACA.

Plan sponsor

Name

THE FRANK & THERESA OLIVER ACA

EIN

26-3749119

Address

42675 WASHINGTON ST · PALM DESERT, CA · 922118804

Phone

(760) 345-8100

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

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