# Olson Technologies, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/olson-technologies-inc-232361912-501

> Olson Technologies, INC.'s Health & Welfare plan: 31 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 232361912

- **Sponsor Address:** 160 WALNUT STREET, ALLENTOWN, PA, 18102

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 31

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|31|$0|$219,736|$0|

| 2023|30|$83,187|$950,543|$46,625|

| 2022|28|$144,404|$861,479|$40,610|

## 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|

| THE BENECON GROUP|Investment Advisor|$49,019|—|$49,019|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,019

### 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|$194,020|—|—|—|—|

| 2023|$1,121,687|—|—|—|—|

| 2022|$866,453|—|—|—|—|

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