# The Robert D. Olson Corporation 401(k) Plan
Source: https://planprovider.pro/companies/the-robert-d-olson-corporation-330054711-001

> The Robert D. Olson Corporation's 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — Investment Advisor

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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