Original filing (PDF)20250718104723NAL0000800883001

L.V.O ADVISORY, INC. DBA OLSON ASSOCIATES

Name: L.V.O ADVISORY, INC. DBA OLSON ASSOCIATES — L.V.O. ADVISORY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: L.V.O ADVISORY, INC. DBA OLSON ASSOCIATES

Form 5500-SF

FILING_RECEIVED

L.V.O. ADVISORY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$216K

Net assets (EOY)

$216K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for L.V.O ADVISORY, INC. DBA OLSON ASSOCIATES.

Plan sponsor

Name

L.V.O ADVISORY, INC. DBA OLSON ASSOCIATES

EIN

58-1965074all filings

Address

701 BOMBAY LANE · ROSWELL, GA · 30076

Phone

(770) 740-8744

Industry

Finance & Insurancesee all

Plan administrator