Plan Ledger DOL Form 5500 · updated monthly

Oliff PLC401(k)

OLIFF PLC PROFIT SHARING PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Oliff PLC reported $137,201 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $8,104 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 0.21% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 315th-largest of 2,266 plans among Virginia employers on file, and the 1,703rd of 11,654 in professional & technical services. In 2024, employees put in $1.11 for every $1.00 the employer contributed; active participation has shrunk from 100 to 79 since 2022.

Plan summary
Net assets, end of year$87,943,206
Participants with balances181
Active participants79
Employer contributions$640,250
Employee contributions$707,699
Employer contribution per active participant$8,104
Average account balance$485,874
Benefits paid to participants$9,919,480
Plan auditUnmodified (clean) audit opinion
AuditorKOSITZKA, WICKS AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$87.9M · 181 accts · $640K emplr
2023$82.8M · 202 accts · $318K emplr
2022$71.0M · 189 accts · $347K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,408
Investment management$123,793
Total administrative$137,201
The Oliff PLC 401(k) match · 2024
Employer contribution per active participant$8,104
Median for plans this size$3,635
2024$8,104 per active participant
2023$3,747 per active participant
2022$3,467 per active participant

Oliff PLC's 2024 employer contribution ran above the $3,635 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 · 20243
MORGAN STANLEY · Investment advisory (plan)$123,793
CAPITAL GROUP RETIREMENT PLAN SERVI$11,568
COASTAL PENSION SERVICES · Contract administrator$1,840

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$137,201 · 0.16%
2023$125,556 · 0.16%
2022$165,480 · 0.21%
Same employer
Similar plansProfessional & Technical Services · Virginia
Ashgrove Holdings, LLC VA$89.8M · 0.18%
Nixon & Vanderhye, P.C. VA$85.2M · 0.20%
Clark Nexsen, Inc. VA$84.2M · 0.28%
Crosscountry Consulting LLC VA$83.8M · 0.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 541217311 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.