How big is Oliveira Wealth, LLC's plan?

Oliveira Wealth, LLC's plan reported $529K in assets and 3 participants for 2024.

Original filing (PDF)20250909152556NAL0043680882001

Oliveira Wealth, LLC

Name: Oliveira Wealth, LLC — Oliveira Wealth, LLC Profit, Form 5500 (2024)
Creator: Oliveira Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oliveira Wealth, LLC Profit Sharing 401(k) Plan

401(k) retirement plan · Oliveira Wealth, LLC's Oliveira Wealth, LLC Profit Sharing 401(k) Plan held $529K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$529K

Net assets (EOY)

$529K

Plan identifiers

Oliveira Wealth, LLC's EIN is 87-2987736.

EIN 87-2987736

Plan number 001

Plan year 2024

ACK ID 20250909152556NAL0043680882001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oliveira Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLIVEIRA WEALTH, 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