Plan Snapshot
- Plan Sponsor: The Olympia Companies LLC
- Sponsor EIN: 203653615
- Sponsor Address: 5 MILK STREET, PORTLAND, ME, 04101
- Plan Type: 401(k)
- Total Participants: 1,238
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,238 | $16.8M | $286,267 | $2.1M |
| 2023 | 1,078 | $14.0M | $547,924 | $1.7M |
| 2022 | 841 | $10.4M | $470,049 | $1.4M |
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 |
|---|---|---|---|---|
| VOYA FINANCIAL PARTNERS, INC. | Investment Advisor | $38,403 | — | $38,403 |
| ADP, INC. | Recordkeeper | $37,870 | — | $37,870 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VOYA FINANCIAL PARTNERS, INC. — Investment Advisor
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,273
- Estimated Expense Ratio: 0.453% 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 | $76,273 | $38,403 | — | — | — |
| 2023 | $60,779 | $25,013 | — | — | — |
| 2022 | $57,673 | — | — | — | — |