Olson Duncan Insurance Service, Inc. 401(k) Plan

The Olson Duncan Insurance Service, Inc. 401(k) on its latest Form 5500

Olson Duncan Insurance Service, Inc. (EIN 95-3789951) reports OLSON DUNCAN INSURANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $4.2M in plan assets across 28 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Olson Duncan Insurance Service, Inc. filing — schedules, fees, and providers.

Who runs the Olson Duncan Insurance Service, Inc. 401(k)?

Olson Duncan Insurance Service, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Olson Duncan Insurance Service, Inc.HR for the recordkeeper’s name and login.

How to check your Olson Duncan Insurance Service, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Olson Duncan Insurance Service, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).