LISA Morrison signed Olympia Companies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Olympia Companies, LLC's EIN is 27-5285347.
Download the official 2024 Form 5500 (PDF) for Olympia Companies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Olympia Companies, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FARTHER FINANCE, INC. | 83-4348882 | — | INVESTMENT ADVISOR | $11K | — |
| GOLDMAN SACHS PERSONAL FINANCIAL |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.8M | 89.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $854K | 8.7% | |
| [Assets held in participant loans] | Other | — | — | $143K | 1.5% |
| 27-0493248 |
| — |
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN | 41-0746749 | — | ACCOUNTANT/AUDITOR | $19K | — |
