How big is OLEY and James Executive Management Group, LLC's plan?

OLEY and James Executive Management Group, LLC's plan reported $701K in assets and 36 participants for 2024.

Original filing (PDF)20251014134048NAL0004123552001

OLEY and James Executive Management Group, LLC

Name: OLEY and James Executive Management Group, LLC — Form 5500 Plan 001 (2024)
Creator: OLEY and James Executive Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WE Care Medical, LLC 401(k) Plan

401(k) retirement plan · OLEY and James Executive Management Group, LLC's WE Care Medical, LLC 401(k) Plan held $701K in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$701K

Net assets (EOY)

$701K

People on this filing

Heather Corliss signed OLEY and James Executive Management Group, LLC's 2024 Form 5500 as plan administrator.

Heather Corliss — 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

OLEY and James Executive Management Group, LLC's EIN is 81-4385750.

EIN 81-4385750

Plan number 001

Plan year 2024

ACK ID 20251014134048NAL0004123552001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for OLEY and James Executive Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

OLEY and James Executive Management Group, LLC's plan includes profit-sharing, 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 OLEY AND JAMES EXECUTIVE MANAGEMENT GROUP, LLC.

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 (94th percentile).

Plan sponsor

Name

OLEY AND JAMES EXECUTIVE MANAGEMENT GROUP, LLC

EIN

all filings

Address

344 17TH STREET · ASHLAND, KY · 41101

Phone

(606) 324-1007

Industry

Admin Support & Waste Mgmt

Plan administrator