401k Record

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Ocrolus 401(k)

Recordkeeping fees per participant · Ocrolus 401(k) Plan · plan year 2024

$2.59

Higher than 2% of the 7,477 plans $1 to 10M that report it.

Source

= $375 / 145
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250916125827NAL0002545488001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916125827NAL0002545488001, received 2025-09-16

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-16.

Cost and contributions

Administrative expenses excluding investment management, per participant

$2.59

10th: $13.66median $103.3390th: $302.77

Higher than 1% of the 14,713 plans $1 to 10M that report it.

Source

= $375 / 145
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250916125827NAL0002545488001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916125827NAL0002545488001, received 2025-09-16

Administrative expenses per participant

$77.36

10th: $19.42median $150.2790th: $370.75

Higher than 31% of the 15,210 plans $1 to 10M that report it.

Source

= $11,217 / 145
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250916125827NAL0002545488001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916125827NAL0002545488001, received 2025-09-16

Administrative expenses as a share of assets

0.182%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 22% of the 15,243 plans $1 to 10M that report it.

Source

= $11,217 / $6,179,356
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250916125827NAL0002545488001, received 2025-09-16
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250916125827NAL0002545488001, received 2025-09-16

Employer contributions per participant

$0

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / 145
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916125827NAL0002545488001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916125827NAL0002545488001, received 2025-09-16

Employer share of total contributions

0.0%

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / $1,065,732
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916125827NAL0002545488001, received 2025-09-16
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250916125827NAL0002545488001, received 2025-09-16

Plan terms, as stated in Ocrolus Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2G fully participant-directed · 3D IRS pre-approved plan · 2S pre-approved plan document · 3B · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250916125827NAL0002545488001, received 2025-09-16

Full record, Ocrolus 401(k) Plan

FieldValueSource
Plan sponsorOCROLUS INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250916125827NAL0002545488001, received 2025-09-16
Plan nameOCROLUS 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250916125827NAL0002545488001, received 2025-09-16
Sponsor EIN / plan number81-3015642 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250916125827NAL0002545488001, received 2025-09-16
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250916125827NAL0002545488001, received 2025-09-16
Sponsor locationNEW YORK, NYForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250916125827NAL0002545488001, received 2025-09-16
Industry (business code)519100, InformationForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250916125827NAL0002545488001, received 2025-09-16
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250916125827NAL0002545488001, received 2025-09-16
Filing received2025-09-16Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250916125827NAL0002545488001, received 2025-09-16
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250916125827NAL0002545488001, received 2025-09-16
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250916125827NAL0002545488001, received 2025-09-16
Participants, beginning of year209Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250916125827NAL0002545488001, received 2025-09-16
Active participants69Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250916125827NAL0002545488001, received 2025-09-16
Participants, end of year159Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250916125827NAL0002545488001, received 2025-09-16
Participants with an account balance145Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916125827NAL0002545488001, received 2025-09-16
Total assets, beginning of year$5,616,638Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250916125827NAL0002545488001, received 2025-09-16
Total assets, end of year$6,179,356Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250916125827NAL0002545488001, received 2025-09-16
Net assets, end of year$6,179,356Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250916125827NAL0002545488001, received 2025-09-16
Total income$1,845,753Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250916125827NAL0002545488001, received 2025-09-16
Net income$562,718Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250916125827NAL0002545488001, received 2025-09-16
Employer contributions$0Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916125827NAL0002545488001, received 2025-09-16
Participant contributions$964,662Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250916125827NAL0002545488001, received 2025-09-16
Other contributions (incl. rollovers)$101,070Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250916125827NAL0002545488001, received 2025-09-16
Total contributions$1,065,732Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250916125827NAL0002545488001, received 2025-09-16
Benefit payments$1,271,818Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250916125827NAL0002545488001, received 2025-09-16
Total expenses (incl. benefit payments)$1,283,035Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250916125827NAL0002545488001, received 2025-09-16
Total administrative expenses$11,217Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250916125827NAL0002545488001, received 2025-09-16
Recordkeeping fees$375Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250916125827NAL0002545488001, received 2025-09-16
Investment advisory and management fees$10,842Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250916125827NAL0002545488001, received 2025-09-16
Administrative expenses excluding investment management$375derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250916125827NAL0002545488001, received 2025-09-16
Held in mutual funds$6,067,554Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250916125827NAL0002545488001, received 2025-09-16
Independent auditorCARON & BLETZER, PLLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250916125827NAL0002545488001, received 2025-09-16

Position = column in the DOL layout for form year 2024. Filing 20250916125827NAL0002545488001, received 2025-09-16.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
BETTERMENT FOR BUSINESS, LLCrecordkeeperRECORDKEEPER 27 Investment advisory (plan); 64 Recordkeeping fees $11,217no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250916125827NAL0002545488001, received 2025-09-16.

What changed since the 2023 plan year

Figure20232024Change
Total assets$5,616,638$6,179,35610.0%
Participants with a balance205145-29.3%
Administrative expenses$13,232$11,217-15.2%
Recordkeeping fees per participant$6.22$2.59-58.4%
Employer contributions$0$0

Prior filing 20240819072718NAL0000685699001, received 2024-08-19; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: OCROLUS INC.; SEC registrant: Ocrolus Inc. (CIK 1732451, matched by EIN).