# Otf Fitness Partners Houston LLC 401(k) Plan
Source: https://planprovider.pro/companies/otf-fitness-partners-houston-llc-401k-plan

> Otf Fitness Partners Houston LLC's 401(k) plan: 457 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Otf Fitness Partners Houston LLC

- **Sponsor EIN:** 462401265

- **Sponsor Address:** 14701 ST. MARY'S LANE, SUITE 600, HOUSTON, TX, 77079

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

- **Total Participants:** 457

- **Total Assets:** $3.0M

## 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|457|$3.0M|$232,106|$496,828|

| 2023|478|$2.5M|$223,017|$562,256|

| 2022|496|$1.6M|$217,058|$545,274|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$28,722|—|$28,722|

| OSAIC WEALTH INC|BROKER/ADVISER|—|$13,760|$13,760|

| CALVIN MARTIN & COMPANY, PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $42,482

- **Estimated Expense Ratio:** 1.439% 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|$31,792|$3,070|—|—|—|

| 2023|$27,416|$1,871|—|$4,750|—|

| 2022|$15,547|$1,256|$14,291|—|—|

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