Plan Ledger DOL Form 5500 · updated monthly

Oz Architecture, Inc.401(k)

OZ ARCHITECTURE PROFIT SHARING PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Oz Architecture, Inc. reported $64,116 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,689 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 0.13% to 0.20%. 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 the 334th-largest of 1,461 plans among Colorado employers on file, and the 3,705th of 11,654 in professional & technical services. In 2024, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,761,907
Participants with balances237
Active participants146
Employer contributions$538,563
Employee contributions$1,195,876
Employer contribution per active participant$3,689
Average account balance$146,675
Benefits paid to participants$2,467,873
Plan auditUnmodified (clean) audit opinion
AuditorRUBIN BROWN
Plan history3
Yearassets · accounts · employer contribution
2024$34.8M · 237 accts · $539K emplr
2023$30.6M · 225 accts · $489K emplr
2022$27.8M · 254 accts · $464K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,012
Investment management$46,104
Total administrative$64,116
The Oz Architecture, Inc. 401(k) match · 2024
Employer contribution per active participant$3,689
Median for plans this size$2,416
2024$3,689 per active participant
2023$3,542 per active participant
2022$3,181 per active participant

Oz Architecture, Inc.'s 2024 employer contribution ran above 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 · 20243
USI ADVISORS INC · Investment advisory (plan)$32,407
EMPOWER ADVISORY GROUP, LLC · Investment management$13,697

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$64,116 · 0.20%
2023$41,196 · 0.14%
2022$40,497 · 0.13%
Same employer
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Vendavo, Inc. CO$35.0M · 0.06%
Galloway & Company, Inc. CO$34.4M · 0.60%
Voyager Space Force, LLC CO$34.2M · 0.45%
Peaksware Holdings LLC CO$32.5M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840823111 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.