How big is Olson, Clough & Leblanc, Ltd.'s plan?

Olson, Clough & Leblanc, Ltd.'s plan reported $3.8M in assets and 14 participants for 2024.

Original filing (PDF)20250714083740NAL0001165488001

Olson, Clough & Leblanc, Ltd.

Name: Olson, Clough & Leblanc, Ltd. — Olson, Clough &, Form 5500 (2024)
Creator: Olson, Clough & Leblanc, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Olson, Clough & Leblanc, Ltd. 401(k) Plan

401(k) retirement plan · Olson, Clough & Leblanc, Ltd.'s Olson, Clough & Leblanc, Ltd. 401(k) Plan held $3.8M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Peter Wuollet signed Olson, Clough & Leblanc, Ltd.'s 2024 Form 5500 as plan administrator.

Peter Wuollet — 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

Olson, Clough & Leblanc, Ltd.'s EIN is 41-1681939.

EIN 41-1681939

Plan number 001

Plan year 2024

ACK ID 20250714083740NAL0001165488001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Olson, Clough & Leblanc, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Olson, Clough & Leblanc, Ltd.'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 OLSON, CLOUGH & LEBLANC, LTD..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

OLSON, CLOUGH & LEBLANC, LTD.

EIN

all filings

Address

10580 WAYZATA BLVD, SUITE 200 · MINNETONKA, MN · 55305

Phone

(952) 544-9600

Industry

CPA Offices· Professional & Technical Services

Plan administrator