Olo Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Olo Inc. · EIN 202971562 · Plan #001
- Total assets
- $56.2M
- Net assets
- $56.2M
- Active participants
- 623
- With balances
- 790
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smi | Investment advisory (plan) | $81,141 |
| Lincoln National Corporation | Contract administrator | $59,658 |
| Pension Assurance Llp | Investment advisory (plan) | $15,589 |
| Retirewell Administrators | Recordkeeping | $13,956 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $0 |