Original filing (PDF)20230210140710NAL0019482067001

TINDALE-OLIVER & ASSOCIATES, INC

Name: TINDALE-OLIVER & ASSOCIATES, INC — TINDALE-OLIVER AND ASSOCIATES 401K PLAN, Form 5500 (2022)
Creator: TINDALE-OLIVER & ASSOCIATES, INC

Form 5500-SF

FILING_RECEIVED

TINDALE-OLIVER AND ASSOCIATES 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 0.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

TINDALE-OLIVER & ASSOCIATES, INC

EIN

59-2929811

Address

1000 N. ASHLEY DR., SUITE 400 · TAMPA, FL · 33602

Phone

(813) 224-8862

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-02-28

Filed

2023-02-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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