# J.D. Ott Co., INC 401(k) Plan
Source: https://planprovider.pro/companies/j-d-ott-co-inc-401k-plan

> J.D. Ott Co., INC's 401(k) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J.D. Ott Co., INC

- **Sponsor EIN:** 910818001

- **Sponsor Address:** 2244 6TH AVE. S, SEATTLE, WA, 98134

- **Plan Type:** 401(k)

- **Total Participants:** 96

- **Total Assets:** $7.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|96|$7.6M|$325,000|$377,029|

| 2023|130|$6.8M|$300,000|$313,808|

| 2022|113|$5.0M|$250,000|$270,391|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SLOY, DAHL & HOLST, LLC|NONE|$35,579|—|$35,579|

| SABEY CPA, PLLC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SABEY CPA, PLLC.](https://planprovider.pro/provider/sabey-cpa-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,579

- **Estimated Expense Ratio:** 0.467% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$41,033|$35,579|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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