Original filing (PDF)20250929133239NAL0017933298001

OVERLOOK CAPITAL ADVISORS, LLC

Name: OVERLOOK CAPITAL ADVISORS, LLC — OVERLOOK CAPITAL ADVISORS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: OVERLOOK CAPITAL ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

OVERLOOK CAPITAL ADVISORS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$785K

Net assets (EOY)

$785K

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 OVERLOOK CAPITAL ADVISORS, LLC.

Plan sponsor

Name

OVERLOOK CAPITAL ADVISORS, LLC

EIN

86-1401474

Address

200 CHAMBERS ST. - UNIT 6D · NEW YORK, NY · 10007

Phone

(201) 310-2044

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

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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