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Original filing (PDF)20251014111947NAL0003775328001
OLIFF PLC
Form 5500
FILING_RECEIVED
OLIFF PLC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
79
Accounts w/ balance
181
Plan assets (EOY)
$87.9M
Net assets (EOY)
$87.9M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLIFF PLC.
Plan sponsor
Name
OLIFF PLC
EIN
54-1217311
Address
11 CANAL CENTER PLAZA · SUITE 200 · ALEXANDRIA, VA · 22314
Phone
(703) 836-6400
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KOSITZKA, WICKS AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | BALTIMORE, MD | INVESTMENT ADVISOR | $124K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COASTAL PENSION SERVICES | — | COLUMBIA, MD | CONTRACT ADMIN | $2K | — |
Investments
33 direct securities· $87.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual | — | — | — | $21.8M | 24.7% | |
| American Funds Growth Fund of America | — | — | — | $17.6M | 20.0% | |
| American Funds Investment Co. of America | — | — | — | $4.9M | 5.6% | |
| American Funds New Economy Fund | — | — | — | $4.6M | 5.3% | |
| American Funds New Perspectives | — | — | — | $4.6M | 5.2% | |
| American Funds Small Cap World Fund | — | — | — | $4.2M | 4.8% | |
| American Funds EuroPacific Fund | — | — | — | $4.2M | 4.8% | |
| American Funds American Balanced Fund | — | — | — | $3.9M | 4.4% | |
| American Funds Fundamental Investors | — | — | — | $2.8M | 3.2% | |
| Vanguard 500 Index Fund - Admiral | — | — | — | $2.5M | 2.8% | |
| American Funds Income Fund of America | — | — | — | $2.1M | 2.3% | |
| American Funds US Government Securities | — | — | — | $1.9M | 2.2% | |
| American Funds US Government Money Market Fund | — | — | — | $1.9M | 2.2% | |
| American Funds Intermediate Bond Fund of America | — | — | — | $1.8M | 2.1% | |
| American Funds Bond Fund of America | — | — | — | $1.5M | 1.7% | |
| American Funds American High Income Trust | — | — | — | $1.4M | 1.6% | |
| American Funds AMCAP | — | — | — | $1.2M | 1.4% | |
| American Funds 2035 Target Date Fund | — | — | — | $1.2M | 1.3% | |
| American Funds American Mutual Fund | — | — | — | $1.1M | 1.3% | |
| JPMorgan Mid Cap Growth Fund | — | — | — | $568K | 0.6% | |
| American Funds 2025 Target Date Fund | — | — | — | $414K | 0.5% | |
| American Funds 2050 Target Date Fund | — | — | — | $230K | 0.3% | |
| MFS Mid Cap Value Fund | — | — | — | $214K | 0.2% | |
| Participant loans Interest rates of 8.75%-9.5% | — | — | — | $165K | 0.2% | |
| American Funds Capital World Bond Fund | — | — | — | $122K | 0.1% | |
| American Funds 2060 Target Date Fund | — | — | — | $118K | 0.1% | |
| American Funds Capital Income Builder | — | — | — | $105K | 0.1% | |
| American Funds 2055 Target Date Fund | — | — | — | $86K | <0.1% | |
| American Funds 2040 Target Date Fund | — | — | — | $80K | <0.1% | |
| American Funds 2030 Target Date Fund | — | — | — | $55K | <0.1% | |
| American Funds 2065 Target Date Fund | — | — | — | $27K | <0.1% | |
| BlackRock Strategic Income Opportunities Fund | — | — | — | $21K | <0.1% | |
| American Funds 2045 Target Date Fund | — | — | — | $16K | <0.1% |
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