Plan Ledger DOL Form 5500 · updated monthly

Oct Consulting, LLC.401(k)

OCT CONSULTING, LLC. 401(K) PLAN · MCLEAN, VA · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Oct Consulting, LLC. reported $19,567 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $2,716 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 professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,938th of 2,266), and 10,263rd of 11,654 in professional & technical services. In 2024, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,742,692
Participants with balances197
Active participants146
Employer contributions$396,489
Employee contributions$938,390
Employer contribution per active participant$2,716
Average account balance$18,998
Benefits paid to participants$251,765
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO, LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,567
Total administrative$19,567
The Oct Consulting, LLC. 401(k) match · 2024
Employer contribution per active participant$2,716
Median for plans this size$1,313

Oct Consulting, LLC.'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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$19,567

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$19,567 · 0.65%
Same employer
Similar plansProfessional & Technical Services · Virginia
Blu Omega VA$3.9M · 0.68%
The One 23 Group VA$3.7M · 0.41%
Technology Ventures VA$3.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461817426 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.