How big is KWAN & Olynick LLP's plan?

KWAN & Olynick LLP's plan reported $1.6M in assets and 11 participants for 2024.

Original filing (PDF)20251015105918NAL0002287859001

KWAN & Olynick LLP

Name: KWAN & Olynick LLP — KWAN & Olynick LLP Retirement, Form 5500 (2024)
Creator: KWAN & Olynick LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KWAN & Olynick LLP Retirement Trust

401(k) retirement plan · KWAN & Olynick LLP's KWAN & Olynick LLP Retirement Trust held $1.6M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Kitty Hussain signed KWAN & Olynick LLP's 2024 Form 5500 as plan administrator.

Kitty Hussain — 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

KWAN & Olynick LLP's EIN is 45-5187064.

EIN 45-5187064

Plan number 001

Plan year 2024

ACK ID 20251015105918NAL0002287859001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KWAN & Olynick LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KWAN & Olynick LLP'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 KWAN & OLYNICK LLP.

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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 (91st percentile).

Plan sponsor

Name

KWAN & OLYNICK LLP

EIN

all filings

Address

2001 ADDISON STREET · BERKELEY, CA · 94704

Phone

(510) 900-9501

Industry

Professional & Technical Services

Plan administrator