Plan Ledger DOL Form 5500 · updated monthly

Olson Kundig, Inc. Olson Kundig401(k)

OLSON KUNDIG 401(K) PROFIT SHARING PLAN & TRUST · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.20%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Olson Kundig, Inc. Olson Kundig reported $88,454 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $5,529 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.23% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 345th-largest of 1,714 plans among Washington employers on file, and the 2,761st of 11,654 in professional & technical services. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 275 to 351 since 2022.

Plan summary
Net assets, end of year$49,934,754
Participants with balances472
Active participants351
Employer contributions$1,940,591
Employee contributions$3,603,204
Employer contribution per active participant$5,529
Average account balance$105,794
Benefits paid to participants$3,457,625
Plan auditUnmodified (clean) audit opinion
AuditorCLARK NUBER
Plan history3
Yearassets · accounts · employer contribution
2024$49.9M · 472 accts · $1.9M emplr
2023$40.4M · 425 accts · $1.6M emplr
2022$30.2M · 348 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,131
Investment management$50,323
Total administrative$88,454
The Olson Kundig, Inc. Olson Kundig 401(k) match · 2024
Employer contribution per active participant$5,529
Median for plans this size$2,416
2024$5,529 per active participant
2023$4,974 per active participant
2022$4,401 per active participant

Olson Kundig, Inc. Olson Kundig's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$38,131
MORGAN STANLEY GLOBAL · Investment advisory (plan)$50,323

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$88,454 · 0.20%
2023$81,777 · 0.23%
2022$72,129 · 0.23%
Same employer
Similar plansProfessional & Technical Services · Washington
Northwest Justice Project WA$52.7M · 0.02%
Glosten, Inc. WA$50.7M · 0.08%
MG2 Corporation WA$50.3M · 0.40%
RH2 Engineering Inc. WA$49.6M · 0.32%
Altasciences USA LLC WA$48.5M · 0.52%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 911184183 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.