How big is OLIO Health's plan?

OLIO Health's plan reported $788K in assets and 35 participants for 2024.

Original filing (PDF)20250623111839NAL0003511747001

OLIO Health

Name: OLIO Health — OLIO Health 401(k) Plan, Form 5500 (2024)
Creator: OLIO Health
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OLIO Health 401(k) Plan

401(k) retirement plan · OLIO Health's OLIO Health 401(k) Plan held $788K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$788K

Net assets (EOY)

$788K

People on this filing

Taylor Lahrman signed OLIO Health's 2024 Form 5500 as plan administrator.

Taylor Lahrman — 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

OLIO Health's EIN is 82-4629589.

EIN 82-4629589

Plan number 001

Plan year 2024

ACK ID 20250623111839NAL0003511747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for OLIO Health from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

OLIO Health's plan includes automatic enrollment, 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 OLIO HEALTH.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OLIO HEALTH

EIN

all filings

Address

9000 KEYSTONE CROSSING · SUITE 504 · INDIANAPOLIS, IN · 46240

Phone

(765) 993-7275

Industry

Software Publishers· Information / Tech / Media

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

2025-06-23

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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