# Olsen Thielen & Co., Ltd 401(k) Plan
Source: https://planprovider.pro/companies/olsen-thielen-co-ltd-411360831-002

> Olsen Thielen & Co., Ltd's 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Olsen Thielen & Co., Ltd

- **Sponsor EIN:** 411360831

- **Sponsor Address:** 2675 LONG LAKE ROAD, ROSEVILLE, MN, 55113

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

- **Plan Number:** 002

- **Total Participants:** 100

- **Total Assets:** $47.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|100|$47.2M|$1.3M|$1.4M|

| 2023|112|$46.5M|$1.3M|$1.4M|

| 2022|111|$38.0M|$1.1M|$1.3M|

## 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|

| AVANTAX RETIREMENT PLAN SERVICES|Investment Advisor|$114,558|—|$114,558|

### Verified Provider Profiles

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

- [AVANTAX RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/avantax-planning-partners-inc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $114,558

- **Estimated Expense Ratio:** 0.243% 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|$114,558|$46,525|—|—|—|

| 2023|$93,939|$26,727|—|—|—|

| 2022|$79,859|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/olsen-thielen-co-ltd-411360831-002)

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