# Olson Engineering INC. 401(k) Plan
Source: https://planprovider.pro/companies/olson-engineering-inc-401k-plan-001-8086

> Olson Engineering INC.'s 401(k) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Olson Engineering INC.

- **Sponsor EIN:** 760578086

- **Sponsor Address:** 1100 WEST ROUND BUNCH ROAD, BRIDGE CITY, TX, 77611

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

- **Total Participants:** 134

- **Total Assets:** $15.8M

## 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|134|$15.8M|$422,248|$1.1M|

| 2023|152|$13.6M|$431,285|$1.1M|

| 2022|147|$11.5M|$410,172|$1.1M|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$2,381|$34,208|$36,589|

| EDWARD D JONES AND CO|NONE|$36,532|—|$36,532|

| SMITH + HOWARD PC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $73,121

- **Estimated Expense Ratio:** 0.463% 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|$41,160|$39,454|$1,706|—|—|

| 2023|$34,240|$31,025|$3,215|—|—|

| 2022|$30,172|$26,889|$3,283|—|—|

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