How big is OLIO Financial Planning, LLC's plan?

OLIO Financial Planning, LLC's plan reported $1.9M in assets and 15 participants for 2025.

Original filing (PDF)20260402220102NAL0003082192021

OLIO Financial Planning, LLC

Name: OLIO Financial Planning, LLC — OLIO Financial, Form 5500 (2025)
Creator: OLIO Financial Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OLIO Financial Planning 401(k) Plan

401(k) retirement plan · OLIO Financial Planning, LLC's OLIO Financial Planning 401(k) Plan held $1.9M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

OLIO Financial Planning, LLC's EIN is 47-5598884.

EIN 47-5598884

Plan number 001

Plan year 2025

ACK ID 20260402220102NAL0003082192021

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for OLIO Financial Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

OLIO Financial Planning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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