How big is Overlake Service, Inc.'s plan?

Overlake Service, Inc.'s plan reported $629K in assets and 9 participants for 2024.

Original filing (PDF)20250707152813NAL0006045984001

Overlake Service, Inc.

Name: Overlake Service, Inc. — Overlake Service Retirement, Form 5500 (2024)
Creator: Overlake Service, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Overlake Service Retirement Plan

401(k) retirement plan · Overlake Service, Inc.'s Overlake Service Retirement Plan held $629K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$629K

Net assets (EOY)

$629K

People on this filing

Dan Stumpf signed Overlake Service, Inc.'s 2024 Form 5500 as plan administrator.

Dan Stumpf — 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

Overlake Service, Inc.'s EIN is 91-1205859.

EIN 91-1205859

Plan number 001

Plan year 2024

ACK ID 20250707152813NAL0006045984001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Overlake Service, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Overlake Service, Inc.'s plan includes profit-sharing, 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 OVERLAKE SERVICE, INC..

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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