How big is Nolan Barton Olmos & Luciano, LL's plan?

Nolan Barton Olmos & Luciano, LL's plan reported $2.2M in assets and 10 participants for 2024.

Original filing (PDF)20250528051300NAL0018146578001

Nolan Barton Olmos & Luciano, LL

Name: Nolan Barton Olmos & Luciano, LL — Nolan Barton, Form 5500 (2024)
Creator: Nolan Barton Olmos & Luciano, LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nolan Barton Olmos & Luciano, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Nolan Barton Olmos & Luciano, LL's Nolan Barton Olmos & Luciano, LLP 401(k) Profit Sharing Plan held $2.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Tomoko Merriman signed Nolan Barton Olmos & Luciano, LL's 2024 Form 5500 as plan administrator.

Tomoko Merriman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Nolan Barton Olmos & Luciano, LL's EIN is 77-0256760.

EIN 77-0256760

Plan number 002

Plan year 2024

ACK ID 20250528051300NAL0018146578001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nolan Barton Olmos & Luciano, LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nolan Barton Olmos & Luciano, LL's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NOLAN BARTON OLMOS & LUCIANO, LL.

Finding similar companies…

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 (89th percentile).

Plan sponsor

Name

NOLAN BARTON OLMOS & LUCIANO, LL

EIN

all filings

Address

600 UNIVERSITY AVE · PALO ALTO, CA · 94301

Phone

(408) 410-9556

Industry

Law Offices· Professional & Technical Services

Plan administrator