Plan Snapshot
- Plan Sponsor: Otak INC.
- Sponsor EIN: 930788869
- Sponsor Address: 808 SW 3RD AVENUE, PORTLAND, OR, 97204
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $45.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 323 | $45.0M | $984,298 | $3.4M |
| 2023 | 334 | $41.2M | $986,074 | $3.5M |
| 2022 | 350 | $34.3M | $946,662 | $3.4M |
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 |
|---|---|---|---|---|
| KUENZI & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KUENZI & COMPANY — 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 | $162,001 | $78,068 | $83,403 | — | — |
| 2023 | $140,627 | $73,513 | $67,114 | — | — |
| 2022 | $129,859 | $65,155 | $64,704 | — | — |