Plan Snapshot
- Plan Sponsor: The Robert D. Olson Corporation
- Sponsor EIN: 330054711
- Sponsor Address: 400 SPECTRUM CENTER DRIVE, IRVINE, CA, 92618
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 95
- Total Assets: $29.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 95 | $29.6M | $276,783 | $1.1M |
| 2023 | 106 | $28.0M | $277,708 | $1.2M |
| 2022 | 110 | $24.8M | $281,602 | $1.2M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $25,000 | — | $25,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $16,838 | — | $16,838 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $16,113 | — | $16,113 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,951
- Estimated Expense Ratio: 0.196% 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 | $58,003 | $41,165 | — | — | — |
| 2023 | $54,087 | $37,504 | $300 | — | — |
| 2022 | $44,243 | $8,290 | — | — | — |