Plan Snapshot
- Plan Sponsor: Ost, INC.
- Sponsor EIN: 522175314
- Sponsor Address: 2010 CORPORATE RIDGE, MCLEAN, VA, 22102
- Plan Type: 401(k)
- Total Participants: 423
- Total Assets: $36.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 423 | $36.5M | $774,949 | $3.3M |
| 2023 | 422 | $32.2M | $795,346 | $3.2M |
| 2022 | 437 | $26.4M | $880,811 | $3.2M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $101,006 | $7,226 | $87,457 | — | — |
| 2023 | $81,975 | $56,091 | $24,924 | — | — |
| 2022 | $135,718 | $80,462 | $30,256 | — | $25,000 |