Donna Hyslop signed The Robert D. Olson Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Robert D. Olson Corporation's EIN is 33-0054711.
Download the official 2024 Form 5500 (PDF) for The Robert D. Olson Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Robert D. Olson Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $25K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $4.0M | 13.4% | |
| PLT HYBRID 2030 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.9M | 13.2% | |
| Assets reported at fair value * FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $3.8M | 12.9% | |
| BROKERAGELINK Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $3.0M | 10.3% | |
| PLT HYBRID 2045 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.5M | 8.5% | |
| JPM US EQUITY R6 Mutual Fund | Other securities | — | — | $2.2M | 7.5% | |
| PLT HYBRID 2040 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.0M | 6.6% | |
| MFS INTL DIVRSN R3 Mutual Fund | Mutual Funds | — | — | $1.3M | 4.4% | |
| PLT HYBRID 2050 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $884K | 3.0% | |
| AM CENT MD CP VAL R6 Mutual Fund | Other securities | — | — | $589K | 2.0% | |
| PLT HYBRID 2055 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $582K | 2.0% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $501K | 1.7% | |
| PLT HYBRID 2035 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $426K | 1.4% | |
| maturing through November 2037 0 | Other securities | — | — | $426K | 1.4% | |
| PIMCO RAE US U GREAT GRAY TRUST COMPANY, LLC · EIN 92-2452619 / PN 001 | Common Collective Trust | — | — | $392K | 1.3% | |
| PLT HYBRID INC Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $346K | 1.2% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $344K | 1.2% | |
| INVS CORE FI TR B1 INVESCO TRUST COMPANY · EIN 84-1126600 / PN 001 | Common Collective Trust | — | — | $336K | 1.1% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $327K | 1.1% | |
| AF EUPAC FUND R6 Mutual Fund | Other securities | — | — | $318K | 1.1% | |
| PLT HYBRID 2060 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $315K | 1.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $258K | 0.9% | |
| J H ENTERPRISE U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $181K | 0.6% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $142K | 0.5% | |
| NUVEEN REAL ESTATE I Mutual Fund | Mutual Funds | — | — | $99K | 0.3% | |
| PLT HYBRID 2025 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $95K | 0.3% | |
| FID GOVT MMKT K6 Money Market Fund | Mutual Funds | — | — | $85K | 0.3% | |
| PLT HYBRID 2065 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $67K | 0.2% | |
| INVS SMCP GRTH R6 Mutual Fund | Other securities | — | — | $56K | 0.2% | |
| AF CAP WORLD BOND R6 Mutual Fund | Other securities | — | — | $28K | <0.1% | |
| PLT HYBRID 2020 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $24K | <0.1% | |
| VICTORY S SM CO OP I Mutual Fund | Common Stocks | — | — | $15K | <0.1% | |
| PGIM HIGH YIELD R6 Mutual Fund | Other securities | — | — | $14K | <0.1% | |
| JH ENTERPRISE III GREAT GRAY TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| M&N DSPL VALUE U EXETER TRUST COMPANY · EIN 02-0476209 / PN 059 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
