Plan Ledger DOL Form 5500 · updated monthly

Owl Cyber Defense Solutions, LLC401(k)

OWL CYBER DEFENSE SOLUTIONS, LLC RETIREMENT PLAN · DANBURY, CT · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Owl Cyber Defense Solutions, LLC reported $96,419 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $5,640 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 rose from 0.39% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 483rd-largest of 1,106 plans among Connecticut employers on file, and the 5,067th of 13,661 in manufacturing. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,398,716
Participants with balances270
Active participants227
Employer contributions$1,280,180
Employee contributions$2,813,427
Employer contribution per active participant$5,640
Average account balance$94,069
Benefits paid to participants$4,295,036
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.4M · 270 accts · $1.3M emplr
2023$21.3M · 229 accts · $731K emplr
2022$18.3M · 245 accts · $813K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,229
Investment management$63,190
Total administrative$96,419
The Owl Cyber Defense Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$5,640
Median for plans this size$2,416
2024$5,640 per active participant
2023$4,174 per active participant
2022$3,909 per active participant

Owl Cyber Defense Solutions, LLC'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 · 20242
PROFESSIONAL CAPITAL SERVICES, LLC · Contract administrator · Recordkeeping$33,229
KELLY FINANCIAL ADVISORS, LLC · Investment advisory (plan)$63,190

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

Recordkeeper by year2
2024PROFESSIONAL CAPITAL SERVICES, LLC
2023PROFESSIONAL CAPITAL SERVICES, LLC

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

Administrative cost history3
2024$96,419 · 0.41%
2023$86,217 · 0.44%
2022$76,322 · 0.39%
Same employer
Similar plansManufacturing · Connecticut
Spine Wave, Inc. CT$26.3M · 0.16%
Pta Corporation CT$25.9M · 0.07%
Hubbell Caribe Limited CT$25.4M · 0.17%
H & T Waterbury, LLC CT$25.4M · 0.27%
Transact Technologies Inc. CT$25.0M · 0.22%
Electro-Methods, Inc. CT$24.4M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522195633 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.