Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OLLIS AND COMPANY, INC.
EIN 44-0600671Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$21.3M assets
Welfare
0
Participants
136
2274 EAST SUNSHINE - SPRINGFIELD, MO 65804417-881-8333
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $21.3M assets / 136 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$13.0M
Participants57
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
OLLIS AKERS ARNEY 401(K) PLAN
401k
Assets$8.3M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | OLLIS AND COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $13.0M | 57 | 2024 | |
| 004 | OLLIS AKERS ARNEY 401(K) PLAN | 401k | $8.3M | 79 | 2025 |
Retirement plans