Les Olson Company, Inc Profit Sharing Plan
Sponsored by Les Olson Company, Inc. · EIN 870324153 · Plan #002
- Total assets
- $35.2M
- Net assets
- $35.2M
- Active participants
- 316
- With balances
- 470
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $38,126 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $36,540 |
| United 401(k) Plans Inc | Contract administrator | $26,421 |
| Tanner Llc | Accounting | $18,000 |