# Oliff PLC DC Plan
Source: https://planprovider.pro/companies/oliff-plc-plan-002

> Oliff PLC's DC plan: 79 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [KOSITZKA, WICKS AND COMPANY](https://planprovider.pro/provider/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|

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