# Outten &amp; Golden LLP 401(k) Plan
Source: https://planprovider.pro/companies/outten-golden-llp-plan-001

> Outten &amp; Golden LLP&#39;s 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Outten & Golden LLP

- **Sponsor EIN:** 134014306

- **Sponsor Address:** 685 3RD AVENUE, NEW YORK, NY, 10017

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

- **Total Participants:** 130

- **Total Assets:** $30.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|130|$30.0M|$1.2M|$1.7M|

| 2023|116|$25.5M|$1.2M|$1.6M|

| 2022|108|$20.1M|$890,068|$1.1M|

## 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|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — 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|—|—|—|—|—|

| 2023|$40,051|—|—|—|—|

| 2022|$49,943|—|—|—|—|

## Similar Plans

- [White & Case LLP](https://planprovider.pro/companies/white-case-llp-plan-006) — 129 participants

- [Curtis, Mallet-Prevost, Colt & Mosle LLP](https://planprovider.pro/companies/curtis-mallet-prevost-colt-mosle-llp-plan-001) — 131 participants

- [Lipsitz Green Scime Cambria, LLP](https://planprovider.pro/companies/lipsitz-green-scime-cambria-llp-plan-001) — 129 participants

- [Rupp Pfalzgraf LLC](https://planprovider.pro/companies/rupp-baase-pfalzgraf-cunningham-llc-plan) — 129 participants

- [Kaufman Borgeest & Ryan LLP](https://planprovider.pro/companies/kaufman-borgeest-ryan-llp-401k-plan) — 129 participants

- [Gerber Ciano Kelly Brady LLP](https://planprovider.pro/companies/gerber-ciano-kelly-brady-llp-401k-plan) — 132 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/outten-golden-llp-plan-001)

&copy; 2026 PlanProvider.Pro
