Sponsor portfolio
L.V.O ADVISORY, INC. DBA OLSON ASSOCIATES
EIN 58-1965074Finance and InsuranceLatest filing 2025
Plans
3
Retirement
1
$401K assets
Welfare
2
Participants
5
701 BOMBAY LANE - ROSWELL, GA 30076770-740-8744
Plans on this EIN
3 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
L.V.O. ADVISORY, INC. 401(K) PLAN
401k
Assets$401K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
LVO ADVISORY, INC GCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#502
LVO ADVISORY GFB BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | L.V.O. ADVISORY, INC. 401(K) PLAN | 401k | $401K | 3 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LVO ADVISORY, INC GCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 502 | LVO ADVISORY GFB BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans