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Sponsor portfolio

OTJ ARCHITECTS INC

EIN 52-1698957-architecture & planning-Latest filing 2025
Plans
2
Retirement
2
$32.3M assets
Welfare
0
Participants
543
580 WATER STREET SW, SUITE 300 - WASHINGTON, DC 20024202-621-1000otj.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
2 filings
#001401k-$23.1M - 307 part#002ESOP-$9.2M - 236 part

Retirement portfolio analytics

2 plans aggregated / $32.3M assets / 543 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PLAN & TRUST (#001)71%
  • EMPLOYEE STOCK OWNERSHIP (#002)29%
Total $32.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
71%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY71%
  • (Not disclosed)29%
Total $32.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)307
  • EMPLOYEE STOCK OWNERSHIP (#002)236
Total 543Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OTJ ARCHITECTS INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$23.1M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OTJ ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$9.2M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OTJ ARCHITECTS INC 401(K) PROFIT SHARING PLAN & TRUST401k$23.1M3072025
002OTJ ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$9.2M2362025
Retirement plans
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