How big is Olsson Frank Weeda Terman MATZ PC's plan?

Olsson Frank Weeda Terman MATZ PC's plan reported $9.7M in assets and 24 participants for 2024.

Original filing (PDF)20250731122218NAL0013171954001

Olsson Frank Weeda Terman MATZ PC

Name: Olsson Frank Weeda Terman MATZ PC — Olsson Frank, Form 5500 (2024)
Creator: Olsson Frank Weeda Terman MATZ PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Olsson Frank Weeda Terman MATZ PC 401(k) Retirement Savings Plan

401(k) retirement plan · Olsson Frank Weeda Terman MATZ PC's Olsson Frank Weeda Terman MATZ PC 401(k) Retirement Savings Plan held $9.7M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

People on this filing

ANDY RIOS signed Olsson Frank Weeda Terman MATZ PC's 2024 Form 5500 as plan administrator.

ANDY RIOS — 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

Olsson Frank Weeda Terman MATZ PC's EIN is 52-1197617.

EIN 52-1197617

Plan number 003

Plan year 2024

ACK ID 20250731122218NAL0013171954001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Olsson Frank Weeda Terman MATZ PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Olsson Frank Weeda Terman MATZ PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLSSON FRANK WEEDA TERMAN MATZ PC.

Finding similar companies…

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