Plan Snapshot
- Plan Sponsor: Olympus Group, INC.
- Sponsor EIN: 390257950
- Sponsor Address: 9000 WEST HEATHER AVENUE, MILWAUKEE, WI, 53224
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $10.8M
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 | 212 | $10.8M | $139,803 | $660,658 |
| 2023 | 202 | $8.7M | $123,934 | $624,861 |
| 2022 | 215 | $7.5M | $87,265 | $455,191 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | RECORDKEEPER | $24,742 | — | $24,742 |
| PRINCIPAL SECURITIES INC | BROKER/ADVISOR | — | $9,763 | $9,763 |
| VRAKAS S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,505
- Estimated Expense Ratio: 0.319% 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 | $24,742 | — | $24,742 | — | — |
| 2023 | $17,463 | — | — | — | — |
| 2022 | $14,616 | — | $14,616 | — | — |