How big is Olson Agency, Inc.'s plan?

Olson Agency, Inc.'s plan reported $2.1M in assets and 38 participants for 2024.

Original filing (PDF)20251009150019NAL0003682931001

Olson Agency, Inc.

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

Form 5500-SF

FILING_RECEIVED

Olson Agency, Inc. 401(k) Plan

401(k) retirement plan · Olson Agency, Inc.'s Olson Agency, Inc. 401(k) Plan held $2.1M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Olson Agency, Inc.'s EIN is 26-1939739.

EIN 26-1939739

Plan number 001

Plan year 2024

ACK ID 20251009150019NAL0003682931001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Olson Agency, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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