What public Form 5500 filings show about the Olson Urban Housing, LLC 401(k) plan — and how to find and check your own account.
Olson Urban Housing, LLC (EIN 33-0884300) reports THE OLSON COMPANY 401(K) PLAN AND TRUST on its most recent Form 5500, with $17.0M in plan assets across 69 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 Urban Housing, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Olson Urban Housing, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NFP RETIREMENT, PENSION ASSURANCE LLP.
