# Otac No. 4, INC. 401(k) Plan
Source: https://planprovider.pro/companies/otac-no-4-inc-401k-plan

> Otac No. 4, INC.'s 401(k) plan: 169 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Otac No. 4, INC.

- **Sponsor EIN:** 521881485

- **Sponsor Address:** 528 COLLEGE PARKWAY SUITE 1, ANNAPOLIS, MD, 21409

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

- **Total Participants:** 169

- **Total Assets:** $2.5M

## 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|169|$2.5M|$15,022|$132,811|

| 2023|234|$2.3M|$8,500|$125,386|

| 2022|214|$2.0M|$9,771|$152,288|

## 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|

| MULLEN, SONDBERG, WIMBISH & STON|Auditor|—|—|$0|

## 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|$25,331|$1,931|—|—|—|

| 2023|$15,355|—|$15,355|—|—|

| 2022|$14,202|—|$13,747|—|—|

## Similar Plans

- [Hcd International](https://planprovider.pro/companies/hcd-international-401k-plan-001) — 148 participants

- [Grand Lodge Of A.F. And A.M. Of Maryland](https://planprovider.pro/companies/grand-lodge-of-a-f-and-a-m-of-maryland-401k-plan) — 196 participants

- [Naturalawn Of America, INC.](https://planprovider.pro/companies/naturalawn-of-america-inc-401k-plan) — 103 participants

- [My Own Place, INC.](https://planprovider.pro/companies/my-own-place-inc-401k-plan) — 96 participants

- [Biomedical Waste Services INC](https://planprovider.pro/companies/biomedical-waste-services-inc-plan) — 28 participants

- [Gadfly Enterprises, INC.](https://planprovider.pro/companies/gadfly-enterprises-inc-plan) — 26 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/otac-no-4-inc-401k-plan)

© 2026 PlanProvider.Pro