How big is Olsen Capital Management, LLC's plan?

Olsen Capital Management, LLC's plan reported $2.3M in assets and 4 participants for 2025.

Original filing (PDF)20260217115428NAL0007363778001

Olsen Capital Management, LLC

Name: Olsen Capital Management, LLC — Olsen Capital, Form 5500 (2025)
Creator: Olsen Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Olsen Capital Management, LLC 401(k) Plan

401(k) retirement plan · Olsen Capital Management, LLC's Olsen Capital Management, LLC 401(k) Plan held $2.3M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

David Olsen signed Olsen Capital Management, LLC's 2025 Form 5500 as plan administrator.

David Olsen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Olsen Capital Management, LLC's EIN is 27-1865121.

EIN 27-1865121

Plan number 001

Plan year 2025

ACK ID 20260217115428NAL0007363778001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Olsen Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Olsen Capital Management, LLC'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 OLSEN CAPITAL MANAGEMENT, 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