The Olson Company 401(k) Plan And Trust
Sponsored by Olson Urban Housing, Llc · EIN 330884300 · Plan #001
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 69
- With balances
- 96
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Nfp Retirement Inc | Investment advisory (plan) | $29,290 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $22,519 |
| Pension Assurance Llp | Accounting | $13,000 |