Plan Ledger DOL Form 5500 · updated monthly

Ocd Tech, LLC401(k)

OCD TECH, LLC · BRAINTREE, MA · plan year 2023

Reported admin expense ratio · 2023
0.08%

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

Ocd Tech, LLC reported $15,691 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,329 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.

Across the 1 year on file its reported administrative ratio rose from 0.08% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (1,436th of 2,726), and 6,036th of 11,654 in professional & technical services. In 2023, employees put in $2.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,418,950
Participants with balances124
Active participants29
Employer contributions$125,552
Employee contributions$367,458
Employer contribution per active participant$4,329
Average account balance$140,475
Benefits paid to participants$10,187,735
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON O'CONNOR FERON & CARUCCI LL
Plan history2
Yearassets · accounts · employer contribution
2024$16.2M · 107 accts · $76K emplr
2023$17.4M · 124 accts · $126K emplr
Administrative expenses, itemized · 2023
Investment management$32,000
Total administrative$15,691
The Ocd Tech, LLC 401(k) match · 2023
Employer contribution per active participant$4,329
Median for plans this size$2,440
2024$2,802 per active participant
2023$4,329 per active participant

Ocd Tech, LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
MMA SECURITIES · Investment advisory (plan)$32,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history2
2024$35,137 · 0.21%
2023$15,691 · 0.08%
Similar plansProfessional & Technical Services · Massachusetts
Karuna Therapeutics MA$17.6M · 0.27%
Cogent Biosciences, Inc. MA$17.6M · 0.10%
Tripleseat Software LLC MA$17.0M · 0.46%
Vor Biopharma Inc. MA$17.0M · 0.27%
Aveo Pharmaceuticals, Inc. MA$17.0M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873935231 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.