# Olson Urban Housing, LLC 401(k) Plan
Source: https://planprovider.pro/companies/olson-urban-housing-llc-401k-plan

> Olson Urban Housing, LLC's 401(k) plan: 69 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Olson Urban Housing, LLC

- **Sponsor EIN:** 330884300

- **Sponsor Address:** 3010 OLD RANCH PARKWAY SUITE 100, SEAL BEACH, CA, 90740

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

- **Total Participants:** 69

- **Total Assets:** $17.0M

## 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|69|$17.0M|$244,643|$905,704|

| 2023|65|$14.8M|$217,297|$802,509|

| 2022|64|$12.5M|$216,564|$814,608|

## 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|

| PENSION ASSURANCE LLP|Auditor|$13,000|—|$13,000|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,000

- **Estimated Expense Ratio:** 0.077% 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|$65,896|$30,377|—|$13,000|—|

| 2023|$59,016|$27,206|—|$12,500|—|

| 2022|$48,570|$1,061|—|—|—|

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