# Olson Kundig, INC. 401(k) Plan
Source: https://planprovider.pro/companies/olson-kundig-inc-401k-plan

> Olson Kundig, INC.'s 401(k) plan: 351 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Olson Kundig, INC.

- **Sponsor EIN:** 911184183

- **Sponsor Address:** 159 SOUTH JACKSON STREET, SEATTLE, WA, 98104

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

- **Total Participants:** 351

- **Total Assets:** $49.9M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|351|$49.9M|$1.9M|$3.6M|

| 2023|321|$40.4M|$1.6M|$2.8M|

| 2022|275|$30.2M|$1.2M|$2.1M|

## 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|

| MORGAN STANLEY GLOBAL|NONE|$50,323|—|$50,323|

| THE VANGUARD GROUP, INC.|NONE|$38,131|—|$38,131|

| CLARK NUBER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $88,454

- **Estimated Expense Ratio:** 0.177% 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|$88,454|$50,323|$38,131|—|—|

| 2023|$81,777|$49,454|$32,323|—|—|

| 2022|$72,129|$45,041|$27,088|—|—|

## Similar Plans

- [Mg2 Corporation](https://planprovider.pro/companies/mg2-corporation-401k-plan) — 388 participants

- [Nbbj Design](https://planprovider.pro/companies/nbbj-design-llp-401k-plan) — 508 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/olson-kundig-inc-401k-plan)

© 2026 PlanProvider.Pro