· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OLSSON FRANK WEEDA TERMAN MATZ PC — OLSSON FRANK WEEDA TERMAN MATZ PC 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250731122218NAL0013171954001
OLSSON FRANK WEEDA TERMAN MATZ PC
Form 5500-SF
FILING_RECEIVED
OLSSON FRANK WEEDA TERMAN MATZ PC 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
30
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OLSSON FRANK WEEDA TERMAN MATZ PC
.
Find decision makers
Plan sponsor
Name
OLSSON FRANK WEEDA TERMAN MATZ PC
EIN
52-1197617
Address
2000 PENNSYLVANIA AVENUE, NW · SUITE 4003 · WASHINGTON, DC · 20006
Phone
(202) 486-8384
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
STILES EWING POWERS PC
STILES EWING POWERS PC 401(K) PROFIT SHARING PLAN
$9.7M · 29 participants
MEYERS NAVE, A PROFESSIONAL CORPORATION
MEYERS NAVE 401(K)/PROFIT SHARING PLAN 004
$9.7M · 48 participants
HARKAVY SHAINBERG KAPLAN PLC
HARKAVY SHAINBERG 401(K) PROFIT SHARING PLAN
$9.8M · 11 participants
HIRSCHEN SINGER & EPSTEIN LLP
HIRSCHEN SINGER & EPSTEIN LLP 401(K) PLAN
$9.8M · 22 participants
WORKS & LENTZ OF TULSA, INC.
W & L RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$9.8M · 35 participants
RYNEARSON SUESS SCHNURBUSCH & CHAMPION LLC
RSSC 401K PROFIT SHARING PLAN
$9.8M · 40 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
