Olsson, Inc. 401(k) Profit Sharing Plan
Sponsored by Oei, Inc. · EIN 470532319 · Plan #001
- Total assets
- $277M
- Net assets
- $277M
- Active participants
- 2,076
- With balances
- 2,498
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svcs. | Recordkeeping, Participant loan processing, Float revenue | $214,147 |
| D.A. Davidson & Co. | Investment advisory (plan) | $135,013 |