Plan Ledger DOL Form 5500 · updated monthly

Ost Inc401(k)

OST INC 401(K) PROFIT SHARING PLAN & TRUST · MC LEAN, VA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Ost Inc reported $101,006 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $1,832 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 0.47% to 0.29%. 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 634th-largest of 2,266 plans among Virginia employers on file, and the 3,559th of 11,654 in professional & technical services. In 2024, employees put in $4.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,493,045
Participants with balances612
Active participants423
Employer contributions$774,949
Employee contributions$3,342,269
Employer contribution per active participant$1,832
Average account balance$59,629
Benefits paid to participants$4,517,605
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.5M · 612 accts · $775K emplr
2023$32.2M · 725 accts · $795K emplr
2022$26.4M · 808 accts · $881K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,457
Investment management$7,226
Total administrative$101,006
The Ost Inc 401(k) match · 2024
Employer contribution per active participant$1,832
Median for plans this size$2,416
2024$1,832 per active participant
2023$1,885 per active participant
2022$2,016 per active participant

Ost Inc's 2024 employer contribution ran below the $2,416 median for plans its size. 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$42,419
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$13,549

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$101,006 · 0.29%
2023$81,975 · 0.28%
2022$135,718 · 0.47%
Same employer
Similar plansProfessional & Technical Services · Virginia
Qvine Corporation VA$37.4M · 0.00%
BTI360 Inc. VA$36.6M · 0.01%
Tiber Creek Consulting, Inc VA$36.4M · 0.07%
Groundswell VA$35.8M · 0.13%
Atcs, PLC VA$35.6M · 0.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 522175314 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.