Original filing (PDF)20250728163520NAL0000922227001

ALAN C OLSON & ASSOCIATES S.C.

Name: ALAN C OLSON & ASSOCIATES S.C. — Form 5500 (2024)
Creator: ALAN C OLSON & ASSOCIATES S.C.

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$825K

Net assets (EOY)

$825K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ALAN C OLSON & ASSOCIATES S.C.

DBA

ALAN C OLSON & ASSOCIATES S.C.

EIN

39-1691437all filings

Address

2880 S MOORLAND RD · NEW BERLIN, WI · 531513744

Phone

(262) 785-9606

Industry

Law Offices· Professional & Technical Servicessee 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

2025-07-28

Pension benefit codes

3C · Not intended to be qualified

Welfare benefit codes

4R · Unfunded/insured welfare plan that will not file next plan year (29 CFR 2520.104-20)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

ADAM BARLOW LAW, P.C.

ADAM BARLOW LAW, P.C. 401(K) PLAN

$825K · 3 participants

HICKS CRANDALL JUHL PC

HICKS CRANDALL JUHL PC 401(K) PROFIT SHARING PLAN & TRUST

$825K · 10 participants

BRODY KLING PLLC

BRODY KLING PLLC SAFE HARBOR 401K PLAN

$825K · 4 participants

MAXSON LAW OFFICE, P.C.

MAXSON LAW OFFICE, PC 401K PLAN

$825K · 3 participants

DOUGLAS S. LYONS, P.A.

DOUGLAS S. LYONS, P.A. RETIREMENT PLAN

$825K · 2 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.