· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OLIVER ESTATE, INC. — OLIVER ESTATE PENSION TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008114823NAL0005791921001
OLIVER ESTATE, INC.
Form 5500-SF
FILING_RECEIVED
OLIVER ESTATE PENSION TRUST
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OLIVER ESTATE, INC.
.
Find decision makers
Plan sponsor
Name
OLIVER ESTATE, INC.
DBA
4063957
EIN
35-1039448
Address
P.O. BOX 1655 · 112 W JEFFERSON BLVD STE 250 · SOUTH BEND, IN · 466011937
Phone
(574) 232-8213
Industry
Finance & Insurance
see all
Plan administrator
Name
OLIVER ESTATE, INC.
EIN
35-1039448
City
SOUTH BEND, IN
Phone
(574) 232-8213
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
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
Related plans
Similar-size Finance & Insurance plans
IONIC CAPITAL MANAGEMENT LLC
IONIC CAPITAL MANAGEMENT LLC 401(K) PLAN
$13.7M · 53 participants
CORRIGAN FINANCIAL
CORRIGAN FINANCIAL 401(K) PROFIT SHARING PLAN
$13.7M · 26 participants
APELLA CAPITAL, LLC
APELLA CAPITAL 401(K) PLAN
$13.7M · 89 participants
SMARTCONTRACT INC.
SMARTCONTRACT 401(K) PLAN
$13.7M · 295 participants
TRG FIDUCIARY SERVICES, LLC
KFG FINANCIAL FREEDOM FUND
$13.6M · 511 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
MATRIX CAPITAL MANAGEMENT CO., LP
MATRIX CAPITAL MANAGEMENT COMP. 401(K) PROFIT SHARING PLAN & TRUST
$13.6M · 18 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
