· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OTJ ARCHITECTS INC — OTJ ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
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%
Related plans
Similar-size Professional & Technical Services plans
SPEAK CREATIVE, LLC.
SPEAK CREATIVE 401(K) PROFIT SHARING PLAN
$2.9M · 29 participants
CULLMAN & KRAVIS ASSOCIATES, INC.
CULLMAN & KRAVIS ASSOCIATES, INC. 401K/PROFIT SHARING PLAN
$2.9M · 13 participants
U.S.A. DISPLAYS, INC.
U.S.A. DISPLAYS, INC. PROFIT SHARING PLAN
$2.9M · 5 participants
TOM STRINGER INC. DBA TOM STRINGER DESIGN PARTNERS
TOM STRINGER DESIGN PARTNERS 401(K) PLAN
$2.9M · 23 participants
TRUAX DESIGN GROUP, INC.
TRUAX DESIGN GROUP, INC. 401(K) PROFIT SHARING PLAN
100
Knocking points off
Top holding "Cash 1,000,000 shares of stock" is 100% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.9M · 24 participants
CLOSED LOOP RECYCLING LLC
CLOSED LOOP RECYCLING LLC 401(K) PLAN
$2.9M · 29 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
