How big is OLDE Wealth Management, L.L.C.'s plan?

OLDE Wealth Management, L.L.C.'s plan reported $1.5M in assets and 3 participants for 2023.

Original filing (PDF)20240202182251NAL0028365569001

OLDE Wealth Management, L.L.C.

Name: OLDE Wealth Management, L.L.C. — OLDE Wealth, Form 5500 (2023)
Creator: OLDE Wealth Management, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OLDE Wealth Management 401(k) PS Plan

401(k) retirement plan · OLDE Wealth Management, L.L.C.'s OLDE Wealth Management 401(k) PS Plan held $1.5M in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

OLDE Wealth Management, L.L.C.'s EIN is 83-1684240.

EIN 83-1684240

Plan number 001

Plan year 2023

ACK ID 20240202182251NAL0028365569001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for OLDE Wealth Management, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

OLDE Wealth Management, L.L.C.'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 OLDE WEALTH MANAGEMENT, L.L.C..

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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