Plan Ledger DOL Form 5500 · updated monthly

Ocrolus Inc.401(k)

OCROLUS 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Ocrolus Inc. reported $11,217 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 2 years on file its reported administrative ratio fell from 0.28% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in New York (4,249th of 5,648), and 1,793rd of 2,199 in information & media. active participation has shrunk from 119 to 69 since 2022.

Plan summary
Net assets, end of year$6,179,356
Participants with balances145
Active participants69
Employer contributions$0
Employee contributions$964,662
Employer contribution per active participant$0
Average account balance$42,616
Benefits paid to participants$1,271,818
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 145 accts
2023$5.6M · 205 accts
2022$4.3M · 218 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$375
Investment management$10,842
Total administrative$11,217
The Ocrolus Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Ocrolus Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20241
BETTERMENT FOR BUSINESS, LLC · Investment advisory (plan)$11,217

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

Administrative cost history3
2024$11,217 · 0.19%
2023$13,232 · 0.27%
2022$10,133 · 0.28%
Similar plansInformation & Media · New York
Knowable, Inc. NY$6.3M · 0.38%
Noble People, LLC NY$6.3M · 0.77%
Bamtech, LLC NY$6.2M · 0.01%
Schvey Inc. NY$6.0M · 0.12%
Onion, Inc. NY$5.7M · 0.58%
Daily Gazette Co., Inc. NY$5.5M · 0.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 813015642 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.