JOSEPH OLIVA & ASSOCIATES PC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$521K
Net assets (EOY)
$521K
Plan health score
96
/ 100
Grade A
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
87
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOSEPH OLIVA & ASSOCIATES PC.
Plan sponsor
Name
JOSEPH OLIVA & ASSOCIATES PC
EIN
84-3300736
Address
11956 BERNARDO PLAZA DR PMB 532 · SAN DIEGO, CA · 921282538
