Plan Ledger DOL Form 5500 · updated monthly

Ota Insight, Inc.401(k)

OTA INSIGHT 401(K) PLAN · FRISCO, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Ota Insight, Inc. reported $4,614 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,508 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 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Texas (3,918th of 5,688), and 1,846th of 2,199 in information & media. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,561,519
Participants with balances192
Active participants149
Employer contributions$522,640
Employee contributions$923,403
Employer contribution per active participant$3,508
Average account balance$28,966
Benefits paid to participants$410,224
Plan auditUnmodified (clean) audit opinion
AuditorRUSSON + JOHNSTON LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,268
Investment management$3,346
Total administrative$4,614
The Ota Insight, Inc. 401(k) match · 2024
Employer contribution per active participant$3,508
Median for plans this size$1,313

Ota Insight, Inc.'s 2024 employer contribution ran above the $1,313 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.

Administrative cost history1
2024$4,614 · 0.12%
Same employer
Similar plansInformation & Media · Texas
Ontic Technologies, Inc. TX$6.1M · 0.18%
Jg Media, Inc. TX$6.0M · 0.84%
Trax Holdings, Inc TX$5.7M · 0.28%
Connectivity Source, LLC TX$5.1M · 2.12%
Monetate, Inc. TX$5.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300948108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.