How big is Altmann Oliver Associates, LLC's plan?

Altmann Oliver Associates, LLC's plan reported $738K in assets and 4 participants for 2024.

Original filing (PDF)20250721120115NAL0003024642001

Altmann Oliver Associates, LLC

Name: Altmann Oliver Associates, LLC — Altmann Oliver, Form 5500 (2024)
Creator: Altmann Oliver Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Altmann Oliver 401(k) Profit Sharing Plan

401(k) retirement plan · Altmann Oliver Associates, LLC's Altmann Oliver 401(k) Profit Sharing Plan held $738K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$738K

Net assets (EOY)

$738K

People on this filing

Simone Oliver signed Altmann Oliver Associates, LLC's 2024 Form 5500 as plan administrator.

Simone Oliver — 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

Altmann Oliver Associates, LLC's EIN is 91-2028414.

EIN 91-2028414

Plan number 001

Plan year 2024

ACK ID 20250721120115NAL0003024642001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Altmann Oliver Associates, 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 ALTMANN OLIVER ASSOCIATES, 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