Original filing (PDF)20241013140930NAL0042286800001

PLUM DIGITAL MARKETING

Name: PLUM DIGITAL MARKETING — OLLY OLLY 401(K) PLAN, Form 5500 (2023)
Creator: PLUM DIGITAL MARKETING

Form 5500-SF

FILING_RECEIVED

OLLY OLLY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUM DIGITAL MARKETING.

Plan sponsor

Name

PLUM DIGITAL MARKETING

EIN

83-2269860

Address

400 S TRYON STREET SUITE 1250 · CHARLOTTE, NC · 28202

Phone

(800) 992-9663

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-13

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

3B · Covers self-employed individuals

3C · Not intended to be qualified

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

Service providers (Schedule C)

Small plans don't disclose service providers

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