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Original filing (PDF)20250807121316NAL0003695395001
OLSON ENGINEERING INC.
Form 5500
FILING_RECEIVED
OLSON ENGINEERING INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
134
Accounts w/ balance
126
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.8M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLSON ENGINEERING INC..
Plan sponsor
Name
OLSON ENGINEERING INC.
EIN
76-0578086
Address
1100 WEST ROUND BUNCH ROAD · BRIDGE CITY, TX · 77611
Phone
(409) 697-3333
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH + HOWARD PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES AND CO | 43-0345811 | — | NONE | $37K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
Investments
35 direct securities · 1 pooled fund· $30.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$15.9M
35 holdings
Pooled Separate Account
$14.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $3.7M | 23.1% | |
| AUL PGIM Total Return Bond R6 | — | — | — | $1.4M | 8.7% | |
| AUL American Funds Grth Fd of America R6 | — | — | — | $1.2M | 7.4% | |
| AUL American Funds Fndamental Invs R6 | — | — | — | $961K | 6.1% | |
| AUL Vanguard Equity-Income Adm | — | — | — | $775K | 4.9% | |
| AUL Vanguard Smcap Grth Idx Adm | — | — | — | $757K | 4.8% | |
| AUL Stable Value Account | — | — | — | $750K | 4.7% | |
| AUL DFA Global Eqty I | — | — | — | $706K | 4.5% | |
| AUL American Funds EuroPac Grth R6 | — | — | — | $691K | 4.4% | |
| AUL DFA US Large Company I | — | — | — | $644K | 4.1% | |
| AUL PGIM Jenn MidCap Grth R6 | — | — | — | $557K | 3.5% | |
| AUL Victory Sycam Establish Val R6 | — | — | — | $448K | 2.8% | |
| NUVEEN LARGE CAP GR IDX R6 MUTUAL FUND SHARES 0 | — | — | — | $436K | 2.8% | |
| AUL Nuveen Lgcapgrth Indx Instl | — | — | — | $436K | 2.8% | |
| AUL Nuveen Lifecycle Idx 2045 I | — | — | — | $377K | 2.4% | |
| PARTICIPANTS LOANS 6.25% TO 6.25% 0 | — | — | — | $347K | 2.2% | |
| VANGUARD BALANCED INDEX ADM MUTUAL FUND SHARES 0 | — | — | — | $286K | 1.8% | |
| AUL Vanguard Smcap Value Idx Adm | — | — | — | $243K | 1.5% | |
| AUL Vanguard Total Stk Mkt Idx Adm | — | — | — | $220K | 1.4% | |
| AUL Goldman Sachs Money Mkt Gvt R6 | — | — | — | $165K | 1.0% | |
| AUL Nuveen Lifecycle Idx 2030 I | — | — | — | $155K | 1.0% | |
| AUL Nuveen Lifecycle Idx 2040 I | — | — | — | $140K | 0.9% | |
| AUL PIMCO Income Instl | — | — | — | $109K | 0.7% | |
| AUL Vanguard Small Cap Index Adm | — | — | — | $85K | 0.5% | |
| AUL Nuveen Lgcap Val Indx Instl | — | — | — | $71K | 0.4% | |
| NUVEEN LARGE CAP VALUE IDX R6 MUTUAL FUND SHARES 0 | — | — | — | $71K | 0.4% | |
| AUL Vanguard Extended Mkt Idx Adm | — | — | — | $65K | 0.4% | |
| AUL PGIM High-Yield R6 | — | — | — | $41K | 0.3% | |
| AUL PIMCO Commod Real Ret Strat I | — | — | — | $36K | 0.2% | |
| AUL Columbia Capital Alloc Agrsv Inst3 | — | — | — | $34K | 0.2% | |
| AUL DFA Real Estate | — | — | — | $22K | 0.1% | |
| AUL Nuveen Lifecycle Idx 2035 I | — | — | — | $18K | 0.1% | |
| AUL DFA World EX Us Govt Fxd Inc I | — | — | — | $15K | <0.1% | |
| AUL Nuveen Lifecycle Idx 2050 I | — | — | — | $13K | <0.1% | |
| AUL Nuveen Lifecycle Idx 2055 I | — | — | — | $11K | <0.1% |
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