How big is Olson Duncan Insurance Service, Inc.'s plan?

Olson Duncan Insurance Service, Inc.'s plan reported $4.2M in assets and 28 participants for 2025.

Original filing (PDF)20260302132742NAL0000770307001

Olson Duncan Insurance Service, Inc.

Name: Olson Duncan Insurance Service, Inc. — Olson Duncan, Form 5500 (2025)
Creator: Olson Duncan Insurance Service, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Olson Duncan Insurance Service, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Olson Duncan Insurance Service, Inc.'s Olson Duncan Insurance Service, Inc. 401(k) Profit Sharing Plan held $4.2M in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

Olson Duncan Insurance Service, Inc.'s EIN is 95-3789951.

EIN 95-3789951

Plan number 001

Plan year 2025

ACK ID 20260302132742NAL0000770307001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Olson Duncan Insurance Service, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Olson Duncan Insurance Service, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 DUNCAN INSURANCE SERVICE, INC..

Finding similar companies…

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