PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OLO INC.
Sponsor portfolio

OLO INC.

EIN 20-2971562-computer software-Latest filing 2025
Plans
2
Retirement
1
$56.2M assets
Welfare
1
$977K premiums
Participants
1,362
375 9TH AVE, SUITE 1210 - NEW YORK, NY 10001212-260-0895olo.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$56.2M - 869 part#501Mixed-$977K - 568 lives

Benefits portfolio analytics

1 plan / $977K premiums / 568 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$977K
  • Vision$977K
  • Life$977K
  • Short-term disability$977K
  • Long-term disability$977K
  • Other$977K
Total $977K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $977K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $18K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OLO INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$56.2M
Participants869
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OLO INC. HEALTH & WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$977K
Covered lives568
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OLO INC. 401(K) PROFIT SHARING PLAN & TRUST401k$56.2M8692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OLO INC. HEALTH & WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$977K5682025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica