How big is Ray Olson, LLC's plan?

Ray Olson, LLC's plan reported $2.9M in assets and 5 participants for 2024.

Original filing (PDF)20251003162733NAL0001613825001

Ray Olson, LLC

Name: Ray Olson, LLC — Ray Olson, LLC 401(k) Plan, Form 5500 (2024)
Creator: Ray Olson, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ray Olson, LLC 401(k) Plan

401(k) retirement plan · Ray Olson, LLC's Ray Olson, LLC 401(k) Plan held $2.9M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Ray Olson, LLC's EIN is 26-1082646.

EIN 26-1082646

Plan number 001

Plan year 2024

ACK ID 20251003162733NAL0001613825001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ray Olson, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ray Olson, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RAY OLSON, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Plan sponsor

Name

RAY OLSON, LLC

EIN

all filings

Address

2201 W. BROAD STREET · RICHMOND, VA · 23220

Phone

(804) 379-8413

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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