How big is Olympic Wealth Management, LLC's plan?

Olympic Wealth Management, LLC's plan reported $1.9M in assets and 1 participants for 2025.

Original filing (PDF)20260427150000NAL0004882339001

Olympic Wealth Management, LLC

Name: Olympic Wealth Management, LLC — Olympic Wealth, Form 5500 (2025)
Creator: Olympic Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Olympic Wealth Management, LLC Cash Balance Plan

Defined-benefit pension plan · Olympic Wealth Management, LLC's Olympic Wealth Management, LLC Cash Balance Plan held $1.9M in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Eric Cumley signed Olympic Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Eric Cumley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Olympic Wealth Management, LLC's EIN is 27-3849675.

EIN 27-3849675

Plan number 002

Plan year 2025

ACK ID 20260427150000NAL0004882339001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Olympic Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Olympic Wealth Management, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score