Olson Urban Housing 401(k) match, vesting and fees
What Olson Urban Housing's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Pension Assurance LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $14.9M at the end of plan year 2021 to $17M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 99 | $17M | $245K | $2,548 | 0.41% | Not published | Form 5500 ↗ |
| 2023 | 97 | $14.8M | $217K | $2,264 | 0.43% | Not published | Form 5500 ↗ |
| 2022 | 102 | $12.5M | $217K | $2,144 | 0.35% | Not published | Form 5500 ↗ |
| 2021 | 108 | $14.9M | $222K | $2,073 | 0.49% | Not published | Form 5500 ↗ |
Common questions
Does Olson Urban Housing match 401(k) contributions?
The match terms for the The Olson Company 401(k) Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $245K in employer contributions, about $2,548 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Olson Urban Housing 401(k) match vested?
The vesting schedule for the The Olson Company 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Olson Urban Housing 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Olson Urban Housing, LLC.
I left Olson Urban Housing. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Olson Urban Housing, LLC, (562) 596-4770) or the recordkeeper, Fidelity Investments Institutional. The Olson Urban Housing old 401(k) page lists the contacts from every plan filing. Find an old Olson Urban Housing 401(k)
Data from the public Form 5500 annual reports Olson Urban Housing filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Olson Urban Housing. Not financial advice. Report a correction · Methodology