How big is Olson & Olson, LLP's plan?

Olson & Olson, LLP's plan reported $11.7M in assets and 76 participants for 2024.

Original filing (PDF)20251003111005NAL0000771203001

Olson & Olson, LLP

Name: Olson & Olson, LLP — Olson & Olson 401(k) Profit, Form 5500 (2024)
Creator: Olson & Olson, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Olson & Olson 401(k) Profit Sharing Plan

401(k) retirement plan · Olson & Olson, LLP's Olson & Olson 401(k) Profit Sharing Plan held $11.7M in plan assets for 76 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.7M

Net assets (EOY)

$11.7M

People on this filing

Loren B. Smith signed Olson & Olson, LLP's 2024 Form 5500 as plan administrator.

Loren B. Smith — 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

Olson & Olson, LLP's EIN is 74-1901996.

EIN 74-1901996

Plan number 001

Plan year 2024

ACK ID 20251003111005NAL0000771203001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Olson & Olson, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off