Original filing (PDF)20250715124628NAL0002087841001

OLSON RESEARCH ASSOCIATES, INC.

Name: OLSON RESEARCH ASSOCIATES, INC. — OLSON RESEARCH ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: OLSON RESEARCH ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

OLSON RESEARCH ASSOCIATES, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLSON RESEARCH ASSOCIATES, INC..

Plan sponsor

Name

OLSON RESEARCH ASSOCIATES, INC.

EIN

52-0903000

Address

2500 WALLINGTON WAY · SUITE 101 · MARRIOTTSVILLE, MD · 21104

Phone

(410) 290-6999

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

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

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