Back to filter
Original filing (PDF)20250905101003NAL0017016897001
OLYMPUS GROUP, INC.
Form 5500
FILING_RECEIVED
OLYMPUS GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
212
Accounts w/ balance
233
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: PUTNAM STABLE VALUE FUND (extraction pending)]" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLYMPUS GROUP, INC..
Plan sponsor
Name
OLYMPUS GROUP, INC.
EIN
39-0257950
Address
9000 WEST HEATHER AVENUE · MILWAUKEE, WI · 53224
Phone
(414) 355-2010
Industry
Manufacturingsee all
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
2025-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
VRAKAS S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | — | DES MOINES, IA | BROKER/ADVISOR | $0 | — |
Investments
1 pooled fund· $609K(6% of reported assets)
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $609K | 5.6% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE CO OF AME
BROOKFIELD ASSET MANAGEMENT LLC
BROOKFIELD 401(K) SAVINGS PLAN
$1.2B · 4,793 participants
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSION
EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN
$1.1B · 22,346 participants
ST. CLAIR HOSPITAL
ST. CLAIR HOSPITAL SAVINGS PLAN
$209.6M · 2,287 participants
GRAHAM HEALTH SERVICES, LLC
GRAHAM HEALTHCARE GROUP 401(K) PROFIT SHARING PLAN
$117.3M · 3,649 participants
DESILVA GATES CONTRUCTION, LP
ODS RETIREMENT PLAN
$89.6M · 312 participants
DUCKHORN WINE COMPANY
DUCKHORN WINE COMPANY 401(K) PLAN
$82.5M · 614 participants
Similar-size Manufacturing plans
J.N. WHITE ASSOCIATES, INC.
JN WHITE ASSOCIATES INC PROFIT SHARING PLAN
$10.8M · 106 participants
CLASSIC COLOR, INC.
CLASSIC COLOR, INC. EMPLOYEES' 401(K) PLAN
$10.8M · 95 participants
CHAMPION GRAPHICS CORPORATION
CHAMPION GRAPHICS CORPORATION PROFIT SHARING PLAN
$10.9M · 18 participants
GP&C OPERATIONS LLC.
GP&C OPERATIONS LLC. 401K RETIREMENT PLAN
$10.8M · 248 participants
ACME PRESS, INC. DBA CALITHO
ACME PRESS, INC. 401(K) PROFIT SHARING PLAN
$10.8M · 131 participants
WESTMARK INDUSTRIES INC.
WESTMARK INDUSTRIES INC 401(K) PROFIT SHARING PLAN
$10.7M · 86 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B