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OTJ ARCHITECTS INC — OTJ ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251008123501NAL0005849857001
OTJ ARCHITECTS INC
Form 5500
FILING_RECEIVED
OTJ ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding
No recordkeeper disclosed
Active participants
204
Accounts w/ balance
227
Plan assets (EOY)
$2.9M
Net assets (EOY)
-$13.7M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OTJ ARCHITECTS INC
.
Find decision makers
Plan sponsor
Name
OTJ ARCHITECTS INC
EIN
52-1698957
Address
580 WATER STREET SW, SUITE 300 · WASHINGTON, DC · 20024
Phone
(202) 621-1000
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2I · Stock bonus
3I · Requires investment in employer securities
2P · Leveraged ESOP
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $2.9M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Cash 1,000,000 shares of stock
—
—
$20.1M
$2.9M
99.9%
National Capital Bank
—
—
$2K
$2K
<0.1%
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