How big is Oliver & Associates, LLC's plan?

Oliver & Associates, LLC's plan reported $676K in assets and 11 participants for 2023.

Original filing (PDF)20241015200336NAL0057983938001

Oliver & Associates, LLC

Name: Oliver & Associates, LLC — Oliver & Associates, LLC, Form 5500 (2023)
Creator: Oliver & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oliver & Associates, LLC 401(k) Plan

401(k) retirement plan · Oliver & Associates, LLC's Oliver & Associates, LLC 401(k) Plan held $676K in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$676K

Net assets (EOY)

$676K

People on this filing

Katherine Eickelman signed Oliver & Associates, LLC's 2023 Form 5500 as plan administrator.

Katherine Eickelman — 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 & Associates, LLC's EIN is 45-3858613.

EIN 45-3858613

Plan number 001

Plan year 2023

ACK ID 20241015200336NAL0057983938001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Oliver & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Oliver & Associates, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLIVER & ASSOCIATES, 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