How big is Oliver Close, LLC's plan?

Oliver Close, LLC's plan reported $2.4M in assets and 6 participants for 2024.

Original filing (PDF)20250618105302NAL0005604946001

Oliver Close, LLC

Name: Oliver Close, LLC — Oliver Close, LLC Retirement, Form 5500 (2024)
Creator: Oliver Close, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oliver Close, LLC Retirement Plan

401(k) retirement plan · Oliver Close, LLC's Oliver Close, LLC Retirement Plan held $2.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

John Rearden Jr. signed Oliver Close, LLC's 2024 Form 5500 as plan administrator.

John Rearden Jr. — 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

Oliver Close, LLC's EIN is 36-3834559.

EIN 36-3834559

Plan number 001

Plan year 2024

ACK ID 20250618105302NAL0005604946001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oliver Close, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oliver Close, LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLIVER CLOSE, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score