Original filing (PDF)20250811090535NAL0003863923001

OLEARY & ANICK LLC

Name: OLEARY & ANICK LLC — O'LEARY AND ANICK 401(K) RETIREMENT AND SAVINGS PLAN, Form 5500 (2024)
Creator: OLEARY & ANICK LLC

Form 5500-SF

FILING_RECEIVED

O'LEARY AND ANICK 401(K) RETIREMENT AND SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLEARY & ANICK LLC.

Plan sponsor

Name

OLEARY & ANICK LLC

EIN

39-1977004

Address

11933 W BURLEIGH STREET · SUITE 100 · WAUWATOSA, WI · 53222

Phone

(414) 774-0300

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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