Plan Ledger DOL Form 5500 · updated monthly

Otc Markets Group Inc.401(k)

OTC MARKETS GROUP INC. 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Otc Markets Group Inc. reported $37,383 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,538 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 0.13% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,820th-largest of 5,648 plans among New York employers on file, and the 2,238th of 4,798 in finance & insurance. In 2024, employees put in $3.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,672,627
Participants with balances165
Active participants139
Employer contributions$630,714
Employee contributions$2,196,271
Employer contribution per active participant$4,538
Average account balance$204,077
Benefits paid to participants$3,857,721
Plan auditUnmodified (clean) audit opinion
AuditorTMI CPA, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$33.7M · 165 accts · $631K emplr
2023$29.5M · 163 accts · $639K emplr
2022$22.3M · 152 accts · $545K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,383
Total administrative$37,383
The Otc Markets Group Inc. 401(k) match · 2024
Employer contribution per active participant$4,538
Median for plans this size$2,416
2024$4,538 per active participant
2023$4,771 per active participant
2022$4,130 per active participant

Otc Markets Group Inc.'s 2024 employer contribution ran above the $2,416 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$37,383

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$37,383 · 0.12%
2023$32,976 · 0.13%
2022$30,950 · 0.13%
Similar plansFinance & Insurance · New York
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Tiger Management L.L.C. NY$33.7M · 0.23%
Haylor Freyer & Coon Inc. NY$33.6M · 0.35%
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Focus Operating, LLC NY$32.8M · 0.01%
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Source: U.S. Department of Labor, Form 5500 series, EIN 133941069 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.