AUMdb

Olsen Thielen & Co., Ltd Profit Sharing & Employee Savings Plan

Sponsored by Olsen Thielen & Co., Ltd · EIN 411360831 · Plan #002

Total assets
$47.2M
Net assets
$47.2M
Active participants
100
With balances
140

Plan year beginning 09/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Avantax Retirement Plan Services Recordkeeping, Consulting (general), Investment advisory (participants) $114,558