Plan Snapshot
- Plan Sponsor: Olympus Multifamily Management, LLC
- Sponsor EIN: 810635300
- Sponsor Address: 500 THROCKMORTON STREET, SUITE 300, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Total Participants: 651
- Total Assets: $15.8M
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 | 651 | $15.8M | $742,385 | $2.6M |
| 2023 | 619 | $12.3M | $796,143 | $2.3M |
| 2022 | 500 | $8.5M | $706,478 | $2.0M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $14,315 | $1,377 | — | — | — |
| 2023 | $7,627 | $593 | — | — | — |
| 2022 | $36,485 | $295 | $9,745 | — | — |