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Sponsor portfolio

OLSSON ROOFING COMPANY

EIN 36-2104947-construction-Latest filing 2024
Plans
3
Retirement
3
$40.7M assets
Welfare
0
Participants
162
P O BOX 1450 - AURORA, IL 605065540630-892-0449olssonroofing.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#003ESOP-$22.3M - 57 part#002401k-$15.5M - 59 part#007401k-$2.9M - 46 part

Retirement portfolio analytics

3 plans aggregated / $40.7M assets / 162 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • EMPLOYEE STOCK OWNERSHIP (#003)55%
  • EMPLOYEE 401(K) PROFIT (#002)38%
  • REPRESENTED EMPLOYEES 401(K) (#007)7%
Total $40.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE 401(K) PROFIT (#002)59
  • EMPLOYEE STOCK OWNERSHIP (#003)57
  • REPRESENTED EMPLOYEES 401(K) (#007)46
Total 162Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

OLSSON ROOFING COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$22.3M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OLSSON ROOFING COMPANY, INC. NON-REPRESENTED EMPLOYEE 401(K) PROFIT

401k

Assets$15.5M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

OLSSON ROOFING COMPANY, INC. REPRESENTED EMPLOYEES 401(K) PLAN

401k

Assets$2.9M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003OLSSON ROOFING COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$22.3M572024
002OLSSON ROOFING COMPANY, INC. NON-REPRESENTED EMPLOYEE 401(K) PROFIT401k$15.5M592024
007OLSSON ROOFING COMPANY, INC. REPRESENTED EMPLOYEES 401(K) PLAN401k$2.9M462024
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