Plan Ledger DOL Form 5500 · updated monthly

Otj Architects Inc401(k)

OTJ ARCHITECTS INC 401(K) PROFIT SHARING PLAN & TRUST · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Otj Architects Inc reported $52,560 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,211 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 0.32% to 0.30%. 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 among the smaller plans on file in District of Columbia (344th of 618), and the 5,715th of 11,654 in professional & technical services. In 2024, employees put in $3.47 for every $1.00 the employer contributed; active participation has grown from 193 to 217 since 2022.

Plan summary
Net assets, end of year$19,161,062
Participants with balances284
Active participants217
Employer contributions$479,784
Employee contributions$1,665,962
Employer contribution per active participant$2,211
Average account balance$67,469
Benefits paid to participants$1,762,977
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.2M · 284 accts · $480K emplr
2023$16.1M · 291 accts · $502K emplr
2022$11.6M · 277 accts · $386K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,560
Total administrative$52,560
The Otj Architects Inc 401(k) match · 2024
Employer contribution per active participant$2,211
Median for plans this size$2,416
2024$2,211 per active participant
2023$2,135 per active participant
2022$2,000 per active participant

Otj Architects 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
JOHN HANCOCK USA · Recordkeeping$16,741
GLOBAL RETIREMENT PARTNERS, LL · Investment advisory (participants)$33,486

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$52,560 · 0.30%
2023$45,676 · 0.33%
2022$38,097 · 0.32%
All plans at this employer2
OTJ ARCHITECTS INC 401(K) PROFIT SHARING PLAN & TRUST401(k)
OTJ ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
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Herren Associates, Inc. DC$22.2M · 0.22%
Treliant, LLC DC$21.4M · 0.08%
Afiniti Inc. DC$19.5M · 0.57%
Upside Services, Inc. DC$17.7M · 0.19%
Psb Insights, LLC DC$16.3M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521698957 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.