How big is Margaret Oleary Inc.'s plan?

Margaret Oleary Inc.'s plan reported $1.3M in assets and 25 participants for 2024.

Original filing (PDF)20250630171120NAL0027934514001

Margaret Oleary Inc.

Name: Margaret Oleary Inc. — Margaret O'LEARY Inc. 401(k), Form 5500 (2024)
Creator: Margaret Oleary Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Margaret O'LEARY Inc. 401(k) Plan & Trust

401(k) retirement plan · Margaret Oleary Inc.'s Margaret O'LEARY Inc. 401(k) Plan & Trust held $1.3M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Jonathan WU signed Margaret Oleary Inc.'s 2024 Form 5500 as plan administrator.

Jonathan WU — 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

Margaret Oleary Inc.'s EIN is 94-3147358.

EIN 94-3147358

Plan number 001

Plan year 2024

ACK ID 20250630171120NAL0027934514001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Margaret Oleary Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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