Plan Snapshot
- Plan Sponsor: Otf Services LLC
- Sponsor EIN: 814962263
- Sponsor Address: 11661 SAN VICENTE BLVD, LOS ANGELES, CA, 90049
- Plan Type: 401(k)
- Total Participants: 705
- Total Assets: $1.7M
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 | 705 | $1.7M | $0 | $553,023 |
| 2023 | 732 | $1.3M | $0 | $561,104 |
| 2022 | 582 | $660,236 | $0 | $524,254 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $42,227 | — | $42,227 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,227
- Estimated Expense Ratio: 2.488% 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 | $23,672 | — | $23,672 | — | — |
| 2023 | $14,468 | — | $14,468 | — | — |
| 2022 | $15,961 | — | $15,961 | — | — |