Original filing (PDF)20250926115045NAL0010097840001

LOIS OLIVER REAL ESTATE, INC.

Name: LOIS OLIVER REAL ESTATE, INC. — LOIS OLIVER REAL ESTATE, INC. 401(K) PLAN, Form 5500 (2024)
Creator: LOIS OLIVER REAL ESTATE, INC.

Form 5500-SF

FILING_RECEIVED

LOIS OLIVER REAL ESTATE, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$886K

Net assets (EOY)

$886K

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.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOIS OLIVER REAL ESTATE, INC..

Plan sponsor

Name

LOIS OLIVER REAL ESTATE, INC.

EIN

85-0472067

Address

210 S. ROSELAWN AVENUE · ARTESIA, NM · 882102142

Phone

(575) 748-9735

Industry

Real Estatesee all

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

2025-09-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

TALOUT INTERNATIONAL, LLC

TALOUT INTERNATIONAL, LLC 401(K) PLAN

$887K · 3 participants

RON AND ANNA BISHER, LLC

RON AND ANNA BISHER, LLC 401(K) PLAN

$884K · 4 participants

CANYONHAUS, INC.

CANYONHAUS, INC. 401(K) PROFIT SHARING PLAN

$888K · 2 participants

REALTY PROS ASSURED, LLC

REALTY PROS ASSURED 401(K) PLAN

$884K · 18 participants

MONTGOMERY & KOEBEL, INC

MONTGOMERY & KOEBEL, INC. CASH BALANCE PLAN

$883K · 2 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.