Plan Ledger DOL Form 5500 · updated monthly

Ops Tech Alliance LLC401(k)

OPS TECH ALLIANCE LLC 401(K) PROFIT SHARING PLAN & TRUST · CLEARWATER, FL · plan year 2022

Reported admin expense ratio · 2022
0.76%

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

Ops Tech Alliance LLC reported $12,478 in plan administrative expenses for 2022: 0.76% of average plan assets, above the peer median. Employer contributions averaged $407 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 0.76% to 3.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Florida (3,186th of 3,644), and 1,171st of 1,311 in arts, entertainment & recreation. In 2022, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,669,455
Participants with balances619
Active participants421
Employer contributions$171,178
Employee contributions$378,058
Employer contribution per active participant$407
Average account balance$2,697
Benefits paid to participants$148,253
Plan auditUnmodified (clean) audit opinion
AuditorDEMBO JONES PC
Plan history2
Yearassets · accounts · employer contribution
2023$498K · 394 accts · $92K emplr
2022$1.7M · 619 accts · $171K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,516
Investment management$3,962
Total administrative$12,478
The Ops Tech Alliance LLC 401(k) match · 2022
Employer contribution per active participant$407
Median for plans this size$1,114
2023$262 per active participant
2022$407 per active participant

Ops Tech Alliance LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$33,801 · 3.12%
2022$12,478 · 0.76%
Similar plansArts, Entertainment & Recreation · Florida
Mizner Country Club, Inc. FL$2.3M · 1.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455298048 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.