Plan Snapshot
- Plan Sponsor: Ollion, INC.
- Sponsor EIN: 352429290
- Sponsor Address: 1324 N LIBERTY LAKE RD # 2441, LIBERTY LAKE, WA, 990198680
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 112 | $12.6M | $564,018 | $1.6M |
| 2023 | 212 | $12.5M | $208,253 | $2.1M |
| 2022 | 308 | $10.6M | $0 | $2.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| COOPER SAVAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $49,241 | — | $49,241 | — | — |
| 2023 | $42,986 | — | $42,986 | — | — |
| 2022 | $36,097 | — | $36,097 | — | — |