Laura Clark signed Olson Engineering Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Olson Engineering Inc.'s EIN is 76-0578086.
Download the official 2024 Form 5500 (PDF) for Olson Engineering Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Olson Engineering Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES AND CO | 43-0345811 | — | NONE | $37K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $14.3M | 90.4% | |
| AUL American Funds American Balanced R6 | Mutual Funds | — | — | $3.7M | 23.1% | |
| AUL PGIM Total Return Bond R6 | Other securities | — | — | $1.4M | 8.7% | |
| AUL American Funds Grth Fd of America R6 | Mutual Funds | — | — | $1.2M | 7.4% | |
| AUL American Funds Fndamental Invs R6 | Mutual Funds | — | — | $961K | 6.1% | |
| AUL Vanguard Equity-Income Adm | Mutual Funds | — | — | $775K | 4.9% | |
| AUL Vanguard Smcap Grth Idx Adm | Common Collective Trusts | — | — | $757K | 4.8% | |
| AUL Stable Value Account | Stable Value | — | — | $750K | 4.7% | |
| AUL DFA Global Eqty I | Mutual Funds | — | — | $706K | 4.5% | |
| AUL American Funds EuroPac Grth R6 | Mutual Funds | — | — | $691K | 4.4% | |
| AUL DFA US Large Company I | Mutual Funds | — | — | $644K | 4.1% | |
| AUL PGIM Jenn MidCap Grth R6 | Other securities | — | — | $557K | 3.5% | |
| AUL Victory Sycam Establish Val R6 | Other securities | — | — | $448K | 2.8% | |
| NUVEEN LARGE CAP GR IDX R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $436K | 2.8% | |
| AUL Nuveen Lgcapgrth Indx Instl | Mutual Funds | — | — | $436K | 2.8% | |
| AUL Nuveen Lifecycle Idx 2045 I | Common Collective Trusts | — | — | $377K | 2.4% | |
| PARTICIPANTS LOANS 6.25% TO 6.25% 0 | Bonds / Notes | — | — | $347K | 2.2% | |
| VANGUARD BALANCED INDEX ADM MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $286K | 1.8% | |
| AUL Vanguard Smcap Value Idx Adm | Common Collective Trusts | — | — | $243K | 1.5% | |
| AUL Vanguard Total Stk Mkt Idx Adm | Common Collective Trusts | — | — | $220K | 1.4% | |
| AUL Goldman Sachs Money Mkt Gvt R6 | Cash / Money Market | — | — | $165K | 1.0% | |
| AUL Nuveen Lifecycle Idx 2030 I | Common Collective Trusts | — | — | $155K | 1.0% | |
| AUL Nuveen Lifecycle Idx 2040 I | Common Collective Trusts | — | — | $140K | 0.9% | |
| AUL PIMCO Income Instl | Mutual Funds | — | — | $109K | 0.7% | |
| AUL Vanguard Small Cap Index Adm | Mutual Funds | — | — | $85K | 0.5% | |
| AUL Nuveen Lgcap Val Indx Instl | Mutual Funds | — | — | $71K | 0.4% | |
| NUVEEN LARGE CAP VALUE IDX R6 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $71K | 0.4% | |
| AUL Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $65K | 0.4% | |
| AUL PGIM High-Yield R6 | Other securities | — | — | $41K | 0.3% | |
| AUL PIMCO Commod Real Ret Strat I | Mutual Funds | — | — | $36K | 0.2% | |
| AUL Columbia Capital Alloc Agrsv Inst3 | Other securities | — | — | $34K | 0.2% | |
| AUL DFA Real Estate | Mutual Funds | — | — | $22K | 0.1% | |
| AUL Nuveen Lifecycle Idx 2035 I | Common Collective Trusts | — | — | $18K | 0.1% | |
| AUL DFA World EX Us Govt Fxd Inc I | Mutual Funds | — | — | $15K | <0.1% | |
| AUL Nuveen Lifecycle Idx 2050 I | Common Collective Trusts | — | — | $13K | <0.1% | |
| AUL Nuveen Lifecycle Idx 2055 I | Common Collective Trusts | — | — | $11K | <0.1% |
