Olsen Thielen & Co., Ltd.
auditor26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17+5 YoYRank #1054 of mapped providers
Assets under administration$2.4B0.0%Market share · rank #2726
Fees received$301,922Median $12,750/planSum across Schedule C direct + indirect
Net wins YoY+46 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Olsen Thielen & Co., Ltd. plan look like?
Service mix · median fees per plan
Count of plans where Olsen Thielen & Co., Ltd. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Direct payment from the plan; Accounting (including auditing)Code 10 | 13 | $12,750 | |
Investment advisory (plan); Direct payment from the planCode 27 | 2 | $10,734 | |
Investment advisory (participants)Code 26 | 1 | $11,608 | |
Other feesCode 99 | 1 | $14,300 |
Competitor overlap
Percent of Olsen Thielen & Co., Ltd.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Olsen Thielen & Co., Ltd..
| Sponsor | From | Assets |
|---|---|---|
THE FINWAY GROUPIA · 421468222-010 | (new plan) | $146M |
FLYNN AMERICA LPMN · 412228936-001 | Principal | $51M |
EAGLE CREEK SOFTWARE SERVICES, INC.MN · 411940017-001 | Associated Trust Company, N.A. | $20M |
KELLEY TRUCKING INC.CO · 840840340-002 | Financial Counseling Inc | $20M |
CONCEPT MACHINE TOOL SALES, LLCMN · 411241969-002 | USI Advisors Inc. | $14M |
GREAT PLAINS II LLCOK · 931437471-001 | (new plan) | $3M |
Plans lost in 2024
Appeared last year under Olsen Thielen & Co., Ltd.; not this year.
| Sponsor | To | Assets |
|---|---|---|
IP CORPORATIONMN · 410850438-001 | Vanguard | $101M |
HAVEN STEEL PRODUCTS, INC.KS · 480760716-001 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ECOLAB INC.MN · 410231510-001 | $1.7B | 33,278 | $107,400 | 7y | - |
THE FINWAY GROUPIA · 421468222-010 | $146M | 6,773 | $14,300 | 1y | - |
THE BLAKE SCHOOLMN · 237243247-003 | $123M | 818 | $11,000 | 2y | 2 |
DUBUQUE INTERNAL MEDICINE PC DBA GRAND RIVER MEDICAL GROUPIA · 420848123-001 | $91M | 491 | $14,300 | 8y | - |
FELHABER, LARSON, FENLON,VOGT, P.A.MN · 410991071-001 | $86M | 118 | $12,750 | 10y | - |
ST. PAUL ACADEMY AND SUMMIT SCHOOLMN · 410943433-001 | $61M | 646 | $11,500 | 4y | - |
NEXEN GROUP INC.MN · 411669760-001 | $57M | 148 | $12,000 | 7y | - |
FLYNN AMERICA LPMN · 412228936-001 | $51M | 1,604 | $5,000 | 4y | - |
JOHNSON SCREENS, INC.MN · 330764792-001 | $34M | 515 | $17,500 | 2y | - |
RURAL COMM HOLDING CORP, INC.MN · 205269849-002 | $22M | 137 | $5,500 | 3y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (26)
Raw Schedule C names collapsed into Olsen Thielen & Co., Ltd..
- FULL FINANCIAL INC
- FULL SAIL CAPITAL
- FULL SAIL CAPITAL, LLC
- FULL SPECTRUM RETIREMENT PLANS LLC
- FULL SPECTRUM RETIREMENT PLANS, LLC
- FULLER LOWEBERG AND CO
- FULLER LOWENBERG & CO CPA PC
- FULLER, MICHELLE A.
- FULLER,MICHELLE A
- OLSEN THEILEN
- OLSEN THIELEN
- OLSEN THIELEN & CO LTD
- OLSEN THIELEN & CO, LTD
- OLSEN THIELEN & CO.
- OLSEN THIELEN & CO. LTD
- OLSEN THIELEN & CO. LTD.
- OLSEN THIELEN & CO., INC.
- OLSEN THIELEN & CO., LTD
- OLSEN THIELEN & CO., LTD.
- OLSEN THIELEN AND CO. LTD
- OLSEN THIELEN CO
- OLSEN THIELEN CPA
- OLSEN THIELEN CPAS
- OLSON THEILEN
- OLSON THIELEN & CO., LTD.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Olsen Thielen & Co., Ltd.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 5 | 29.41% | 1.71% | +27.70 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 11.76% | 1.76% | +10.01 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Olsen Thielen & Co., Ltd.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Olsen Thielen & Co., Ltd.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Global Retirement Partners LLC | 3 | 17.6% |
| Abbey Street LLC | 1 | 5.9% |
| Acadian Asset Management | 1 | 5.9% |
| Advance Capital Group | 1 | 5.9% |
| Aon | 1 | 5.9% |
| Bank Value Advisory Services | 1 | 5.9% |
| Cerity Partners | 1 | 5.9% |
| COTA STREET INVESTMENT MANAGEMENT | 1 | 5.9% |
| The Finway Group | 1 | 5.9% |
| Goldman Sachs Asset Management | 1 | 5.9% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).