How big is Olsenbeal Associates' plan?

Olsenbeal Associates' plan reported $561K in assets and 6 participants for 2024.

Original filing (PDF)20250611164848NAL0016194129001

Olsenbeal Associates

Name: Olsenbeal Associates — Olsenbeal Associates 401(k), Form 5500 (2024)
Creator: Olsenbeal Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Olsenbeal Associates 401(k) P/S Plan

401(k) retirement plan · Olsenbeal Associates' Olsenbeal Associates 401(k) P/S Plan held $561K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$561K

Net assets (EOY)

$561K

People on this filing

Heather Krosch signed Olsenbeal Associates' 2024 Form 5500 as plan administrator.

Heather Krosch — 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

Olsenbeal Associates' EIN is 87-0442933.

EIN 87-0442933

Plan number 001

Plan year 2024

ACK ID 20250611164848NAL0016194129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Olsenbeal Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Olsenbeal Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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