# Olo INC. 401(k) Plan
Source: https://planprovider.pro/companies/olo-inc-plan-001

> Olo INC.'s 401(k) plan: 623 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Olo INC.

- **Sponsor EIN:** 202971562

- **Sponsor Address:** ONE WORLD TRADE CENTER 258 FULTON S, NEW YORK, NY, 10007

- **Plan Type:** 401(k)

- **Total Participants:** 623

- **Total Assets:** $56.2M

## 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|623|$56.2M|$3.7M|$8.0M|

| 2023|686|$43.4M|$3.8M|$8.0M|

| 2022|706|$27.2M|$3.1M|$7.3M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER & SMI|INVESTMENT ADVISOR|$81,141|—|$81,141|

| LINCOLN NATIONAL CORPORATION|RECORDKEEPER|$59,658|—|$59,658|

| PENSION ASSURANCE LLP|INVESTMENT ADVISOR|$15,589|—|$15,589|

| RETIREWELL ADMINISTRATORS|TPA FIRM|$13,956|—|$13,956|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — RECORDKEEPER

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — INVESTMENT ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $170,344

- **Estimated Expense Ratio:** 0.303% of plan assets

### 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|$170,344|$96,730|$13,956|—|—|

| 2023|$148,425|$148,425|—|—|—|

| 2022|$75,940|$75,940|—|—|—|

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