Plan Ledger DOL Form 5500 · updated monthly

J.D. Ott Co., Inc401(k)

J.D. OTT CO., INC. RETIREMENT PLAN AND TRUST · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.57%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

J.D. Ott Co., Inc reported $41,033 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $3,385 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Washington (1,196th of 1,714), and 9,850th of 13,661 in manufacturing. In 2024, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,611,178
Participants with balances137
Active participants96
Employer contributions$325,000
Employee contributions$377,029
Employer contribution per active participant$3,385
Average account balance$55,556
Benefits paid to participants$908,989
Plan auditUnmodified (clean) audit opinion
AuditorSABEY CPA, PLLC.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,712
Investment management$35,579
Trustee / custodial$2,742
Total administrative$41,033
The J.D. Ott Co., Inc 401(k) match · 2024
Employer contribution per active participant$3,385
Median for plans this size$1,313

J.D. Ott Co., Inc's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
NWPS · Recordkeeping · Pension consulting$2,712
SLOY, DAHL & HOLST, LLC · Investment advisory (participants) · Investment advisory (plan)$35,579

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$41,033 · 0.57%
Similar plansManufacturing · Washington
Paxton Hardwoods LLC WA$7.9M · 0.13%
Altek, Inc. WA$7.6M · 0.67%
Kanaway Seafoods, Inc. WA$7.4M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910818001 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.