How big is Ronald Olson Inc.'s plan?

Ronald Olson Inc.'s plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20250113114020NAL0010136643001

Ronald Olson Inc.

Name: Ronald Olson Inc. — R.O.I. 401(k) Plan, Form 5500 (2024)
Creator: Ronald Olson Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

R.O.I. 401(k) Plan

401(k) retirement plan · Ronald Olson Inc.'s R.O.I. 401(k) Plan held $1.3M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Benjamin Olson signed Ronald Olson Inc.'s 2024 Form 5500 as plan administrator.

Benjamin Olson — 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

Ronald Olson Inc.'s EIN is 87-0499154.

EIN 87-0499154

Plan number 003

Plan year 2024

ACK ID 20250113114020NAL0010136643001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ronald Olson Inc.'s plan includes a 401(k) feature.

Decision-maker contacts

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

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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 (95th percentile).

Plan sponsor

Name

RONALD OLSON INC

EIN

all filings

Address

2901 W BLUEGRASS BLVD · SUITE 200-99 · LEHI, UT · 84043

Phone

—

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-01-13

Pension benefit codes

2J · 401(k) feature

Welfare benefit codes

4Q · Other

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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