# The Ogilvy Group, LLC DB Plan
Source: https://planprovider.pro/companies/the-ogilvy-group-llc-plan

> The Ogilvy Group, LLC's DB plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Ogilvy Group, LLC

- **Sponsor EIN:** 132555496

- **Sponsor Address:** 3 WORLD TRADE CENTER, NEW YORK, NY, 10007

- **Plan Type:** DB

- **Total Participants:** 204

- **Total Assets:** $170.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|204|$170.6M|$0|$0|

| 2023|212|$177.4M|$0|$0|

| 2022|223|$170.0M|$0|$0|

## 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|

| MERCER (US) LLC|NONE|$355,331|—|$355,331|

| BLACKROCK INSTITUTIONAL TRUST CO,NA|NONE|$333,666|—|$333,666|

| DELEWARE CHARTER GUARANTEE & TRUST|NONE|$37,800|—|$37,800|

| PKF O'CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $726,797

- **Estimated Expense Ratio:** 0.426% 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|$958,996|$333,666|—|—|—|

| 2023|$1,086,883|$395,811|—|—|—|

| 2022|$788,213|$362,748|$25,492|—|$176,400|

## Similar Plans

- [Dan Klores Communications, LLC](https://planprovider.pro/companies/dan-klores-communications-llc-401k-plan) — 208 participants

- [Mod Op, LLC](https://planprovider.pro/companies/modop-llc-401k-plan) — 213 participants

- [Fluent, INC.](https://planprovider.pro/companies/fluent-llc-401k-plan) — 191 participants

- [Association Of National Advertisers, INC.](https://planprovider.pro/companies/association-of-national-advertisers-inc-401k-plan) — 183 participants

- [Xad, INC.](https://planprovider.pro/companies/xad-inc-plan-001) — 182 participants

- [5w Public Relations](https://planprovider.pro/companies/5w-public-relations-401k-plan) — 230 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-ogilvy-group-llc-plan)

© 2026 PlanProvider.Pro