How big is Overlook Capital Advisors, LLC's plan?

Overlook Capital Advisors, LLC's plan reported $785K in assets and 3 participants for 2024.

Original filing (PDF)20250929133239NAL0017933298001

Overlook Capital Advisors, LLC

Name: Overlook Capital Advisors, LLC — Overlook Capital, Form 5500 (2024)
Creator: Overlook Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Overlook Capital Advisors, LLC 401(k) Plan

401(k) retirement plan · Overlook Capital Advisors, LLC's Overlook Capital Advisors, LLC 401(k) Plan held $785K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$785K

Net assets (EOY)

$785K

People on this filing

MR. Gary Romaniello signed Overlook Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

MR. Gary Romaniello — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Overlook Capital Advisors, LLC's EIN is 86-1401474.

EIN 86-1401474

Plan number 001

Plan year 2024

ACK ID 20250929133239NAL0017933298001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Overlook Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Overlook Capital Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OVERLOOK CAPITAL ADVISORS, LLC.

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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