Original filing (PDF)20251007165805NAL0008584880001

LARRY OVERTON & ASSOCIATES, INC.

Name: LARRY OVERTON & ASSOCIATES, INC. — LARRY OVERTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LARRY OVERTON & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

LARRY OVERTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$260K

Net assets (EOY)

$260K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

LARRY OVERTON & ASSOCIATES, INC.

EIN

59-2448020

Address

PO BOX 10787 · TALLAHASSEE, FL · 32302

Phone

(850) 224-2859

Industry