Plan Snapshot
- Plan Sponsor: Oliff PLC
- Sponsor EIN: 541217311
- Sponsor Address: 11 CANAL CENTER PLAZA, ALEXANDRIA, VA, 22314
- Plan Type: DC
- Total Participants: 79
- Total Assets: $87.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 79 | $87.9M | $640,250 | $707,699 |
| 2023 | 85 | $82.8M | $318,454 | $804,736 |
| 2022 | 100 | $71.0M | $346,707 | $794,352 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $123,793 | — | $123,793 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORDKEEPER | $11,568 | — | $11,568 |
| KOSITZKA, WICKS AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- KOSITZKA, WICKS AND COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,361
- Estimated Expense Ratio: 0.154% 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 | $137,201 | $123,793 | $1,840 | — | — |
| 2023 | $125,556 | $111,216 | $2,370 | — | — |
| 2022 | $165,480 | — | — | — | $165,480 |