How big is Oliveri & Tammadge, LLC's plan?

Oliveri & Tammadge, LLC's plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20250527075757NAL0010808016001

Oliveri & Tammadge, LLC

Name: Oliveri & Tammadge, LLC — Oliveri & Tammadge, LLC, Form 5500 (2024)
Creator: Oliveri & Tammadge, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oliveri & Tammadge, LLC 401(k) Plan

401(k) retirement plan · Oliveri & Tammadge, LLC's Oliveri & Tammadge, LLC 401(k) Plan held $1.1M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Kathleen D Tammadge signed Oliveri & Tammadge, LLC's 2024 Form 5500 as plan administrator.

Kathleen D Tammadge — 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

Oliveri & Tammadge, LLC's EIN is 82-3181109.

EIN 82-3181109

Plan number 001

Plan year 2024

ACK ID 20250527075757NAL0010808016001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oliveri & Tammadge, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oliveri & Tammadge, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLIVERI & TAMMADGE, 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