How big is Olson Benefit Group, LLC's plan?

Olson Benefit Group, LLC's plan reported $1.4M in assets and 1 participants for 2024.

Original filing (PDF)20251015085818NAL0004130097001

Olson Benefit Group, LLC

Name: Olson Benefit Group, LLC — Olson Benefit Group, LLC, Form 5500 (2024)
Creator: Olson Benefit Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Olson Benefit Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Olson Benefit Group, LLC's Olson Benefit Group, LLC 401(k) Profit Sharing Plan held $1.4M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Olson Benefit Group, LLC's EIN is 59-3821371.

EIN 59-3821371

Plan number 001

Plan year 2024

ACK ID 20251015085818NAL0004130097001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Olson Benefit Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Olson Benefit Group, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLSON BENEFIT GROUP, LLC.

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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 average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

OLSON BENEFIT GROUP, LLC

EIN

all filings

Address

1011 SCARBOROUGH AVENUE · REHOBOTH BEACH, DE · 19971

Phone

(301) 657-9835

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator