Original filing (PDF)20250527151419NAL0006140929001

OLIVE WEALTH MANAGEMENT, LLC

Name: OLIVE WEALTH MANAGEMENT, LLC — OLIVE WEALTH MANAGEMENT, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: OLIVE WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

OLIVE WEALTH MANAGEMENT, LLC RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$319K

Net assets (EOY)

$319K

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 average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLIVE WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

OLIVE WEALTH MANAGEMENT, LLC

EIN

81-2392316all filings

Address

1333 HEIGHTS BOULEVARD · SUITE 101 · HOUSTON, TX · 77008

Phone

(832) 304-0712

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SCHEITHE & ASSOCIATES, INC. DBA SAI FINANCIAL SERVICES, INC.

SAI FINANCIAL SERVICES, INC. 401(K) PLAN

$318K · 6 participants

WPH MANAGEMENT LLC

WPH MANAGEMENT LLC 401(K) PLAN

$318K · 8 participants

RUSSELL WEALTH ADVISORS

RUSSELL WEALTH ADVISORS 401(K) PLAN

$318K · 3 participants

AFFINITY ADVANTAGE, INC.

AFFINITY ADVANTAGE, INC. 401(K) PLAN

$318K · 5 participants

TTM3 PARTNERS, LP

TTM3 PARTNERS, LP 401(K) PROFIT SHARING PLAN.

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.