Plan Ledger DOL Form 5500 · updated monthly

Office Ally, Inc.401(k)

OFFICE ALLY, INC. 401(K) PROFIT SHARING PLAN · VANCOUVER, WA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Office Ally, Inc. reported $52,547 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $4,804 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 rose from 0.27% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 726th-largest of 1,714 plans among Washington employers on file, and the 5,781st of 11,654 in professional & technical services. In 2024, employees put in $1.57 for every $1.00 the employer contributed; active participation has grown from 214 to 240 since 2022.

Plan summary
Net assets, end of year$18,731,210
Participants with balances327
Active participants240
Employer contributions$1,152,976
Employee contributions$1,805,568
Employer contribution per active participant$4,804
Average account balance$57,282
Benefits paid to participants$2,649,435
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$18.7M · 327 accts · $1.2M emplr
2023$16.0M · 309 accts · $996K emplr
2022$11.3M · 301 accts · $625K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,402
Investment management$37,145
Total administrative$52,547
The Office Ally, Inc. 401(k) match · 2024
Employer contribution per active participant$4,804
Median for plans this size$2,416
2024$4,804 per active participant
2023$3,889 per active participant
2022$2,923 per active participant

Office Ally, Inc.'s 2024 employer contribution ran above the $2,416 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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$15,402
MORGAN STANLEY GLOBAL · Investment advisory (plan)$37,145

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$52,547 · 0.30%
2023$41,076 · 0.30%
2022$33,293 · 0.27%
Same employer
Similar plansProfessional & Technical Services · Washington
Farallon Consulting, LLC WA$19.0M · 0.36%
Glp Attorneys, P.S., Inc. WA$19.0M · 0.08%
Landau Associates, Inc. WA$18.5M · 0.46%
Masterworks, Incorporated WA$18.2M · 0.25%
Acumatica, Inc WA$18.1M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330897513 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.