Ollis And Company, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ollis And Company, INC.
  • Sponsor EIN: 440600671
  • Sponsor Address: 2274 EAST SUNSHINE, SPRINGFIELD, MO, 65804
  • Plan Type: 401(k)
  • Total Participants: 66
  • Total Assets: $7.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202466$7.3M$99,151$444,865
202362$6.1M$90,121$376,678
202262$4.7M$83,528$357,938

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