Olympic Moving & Storage 401(k) match, vesting and fees
What Olympic Moving & Storage'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 | Lpl Financial | 2023 Schedule C ↗ |
| Independent auditor | Pooler Cpa Group LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Olympic Moving & Storage: employer contribution per participant | $76 | |
| Peer median | $1,803 |
| Olympic Moving & Storage: average balance | $8,408 | |
| Peer median | $48,934 |
| Olympic Moving & Storage: admin expenses ÷ assets | 0.54% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $834K at the end of plan year 2021 to $2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 243 | $2M | $19K | $76 | 0.54% | Not published | Form 5500 ↗ |
| 2023 | 234 | $1.6M | $20K | $89 | 1.01% | Not published | Form 5500 ↗ |
| 2022 | 251 | $1.1M | $20K | $89 | 0.66% | Not published | Form 5500 ↗ |
| 2021 | 229 | $834K | $17K | $90 | 0.58% | Not published | Form 5500 ↗ |
Common questions
Does Olympic Moving & Storage match 401(k) contributions?
The match terms for the Olympic Moving & Storage 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $19K in employer contributions, about $76 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Olympic Moving & Storage 401(k) match vested?
The vesting schedule for the Olympic Moving & Storage 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Olympic Moving & Storage 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Lpl Financial. The plan administrator is Olympic Moving & Storage.
I left Olympic Moving & Storage. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Olympic Moving & Storage, (253) 844-4546) or the recordkeeper, Lpl Financial. The Olympic Moving & Storage old 401(k) page lists the contacts from every plan filing. Find an old Olympic Moving & Storage 401(k)
Data from the public Form 5500 annual reports Olympic Moving & Storage 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 Olympic Moving & Storage. Not financial advice. Report a correction · Methodology