Olsson Industrial Electric, Inc. Profit Sharing And 401(k) Plan
Sponsored by Olsson Industrial Electric, Inc. · EIN 930826848 · Plan #001
- Total assets
- $52.4M
- Net assets
- $52.4M
- Active participants
- 403
- With balances
- 497
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 |
|---|---|---|
| Roehl & Yi Investment Advisors, Llc CRD 109258 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Roehl & Yi Investment Advisors Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $78,795 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $2,364 |