Plan Snapshot
- Plan Sponsor: Oht Partners, LLC
- Sponsor EIN: 273419785
- Sponsor Address: 901 S. MOPAC EXPRESSWAY BOP 3, AUSTIN, TX, 78746
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $11.7M
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 | 227 | $11.7M | $276,655 | $1.6M |
| 2023 | 334 | $9.3M | $320,143 | $1.8M |
| 2022 | 341 | $6.2M | $276,879 | $1.6M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $40,952 | — | $40,952 |
| WILSHIRE ASSOCIATES INC (USA) | Recordkeeper | $5,250 | — | $5,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — Recordkeeper
- WILSHIRE ASSOCIATES INC (USA) — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,202
- Estimated Expense Ratio: 0.395% 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 | $68,087 | $5,254 | $24,917 | — | — |
| 2023 | $54,997 | $3,628 | $25,541 | — | — |
| 2022 | $53,899 | — | $53,899 | — | — |