Plan Ledger DOL Form 5500 · updated monthly

Ot Training Solutions, LLC401(k)

OT TRAINING SOLUTIONS 401(K) PROFIT SHARING PLAN AND TRUST · DEBARY, FL · plan year 2022

Reported admin expense ratio · 2022
1.15%

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

Ot Training Solutions, LLC reported $59,208 in plan administrative expenses for 2022: 1.15% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,120 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 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Florida (2,494th of 3,644), and 2,291st of 3,341 in other services. In 2022, employees put in $1.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,980,569
Participants with balances95
Active participants60
Employer contributions$187,227
Employee contributions$281,318
Employer contribution per active participant$3,120
Average account balance$52,427
Benefits paid to participants$291,705
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$15,601
Investment management$28,041
Professional / advisory$12,800
Total administrative$59,208
The Ot Training Solutions, LLC 401(k) match · 2022
Employer contribution per active participant$3,120
Median for plans this size$1,114

Ot Training Solutions, LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$59,208 · 1.15%
Similar plansOther Services · Florida
Palmas Services LLC FL$4.9M · 0.90%
Herd Enterprises, Inc. FL$4.9M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262263948 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.