Plan Snapshot
- Plan Sponsor: Les Olson Company, INC.
- Sponsor EIN: 870324153
- Sponsor Address: 3244 SOUTH 300 WEST, SALT LAKE CITY, UT, 84115
- Plan Type: 401(k)
- Total Participants: 316
- Total Assets: $35.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 316 | $35.2M | $1.3M | $1.0M |
| 2023 | 303 | $31.5M | $996,721 | $1.2M |
| 2022 | 290 | $27.4M | $831,059 | $888,022 |
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 |
|---|---|---|---|---|
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — Auditor
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 | $133,640 | — | $133,640 | — | — |
| 2023 | $130,920 | — | — | — | — |
| 2022 | $123,875 | — | — | — | $123,875 |