How big is Olive Wealth Management, LLC's plan?

Olive Wealth Management, LLC's plan reported $319K in assets and 2 participants for 2024.

Original filing (PDF)20250527151419NAL0006140929001

Olive Wealth Management, LLC

Name: Olive Wealth Management, LLC — Olive Wealth, Form 5500 (2024)
Creator: Olive Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Olive Wealth Management, LLC Retirement Plan

401(k) retirement plan · Olive Wealth Management, LLC's Olive Wealth Management, LLC Retirement Plan held $319K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$319K

Net assets (EOY)

$319K

Plan identifiers

Olive Wealth Management, LLC's EIN is 81-2392316.

EIN 81-2392316

Plan number 001

Plan year 2024

ACK ID 20250527151419NAL0006140929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Olive Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Olive Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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