Plan Snapshot
- Plan Sponsor: Otj Architects INC
- Sponsor EIN: 521698957
- Sponsor Address: 580 WATER STREET SW, SUITE 300, WASHINGTON, DC, 20024
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 307
- Total Assets: $23.1M
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. |
|---|---|---|---|---|
| 2025 | 307 | $23.1M | $0 | $0 |
| 2024 | 217 | $19.2M | $479,784 | $1.7M |
| 2023 | 235 | $16.1M | $501,825 | $1.5M |
| 2022 | 193 | $11.6M | $385,977 | $1.2M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LL | Investment Advisor | $39,423 | — | $39,423 |
| JOHN HANCOCK USA | Recordkeeper | $19,711 | — | $19,711 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,134
- Estimated Expense Ratio: 0.256% 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 |
|---|---|---|---|---|---|
| 2025 | $1,847,681 | $39,423 | — | — | — |
| 2024 | $52,560 | — | — | — | — |
| 2023 | $45,676 | — | — | — | — |
| 2022 | $38,097 | — | — | — | — |