Plan Ledger DOL Form 5500 · updated monthly

Myorthos Holdings, LLC401(k)

MYORTHOS 401(K) PLAN · WAKEFIELD, MA · plan year 2024

Reported admin expense ratio · 2024
0.37%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Myorthos Holdings, LLC reported $77,125 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $2,027 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.05% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,237th-largest of 2,726 plans among Massachusetts employers on file, and the 3,489th of 11,911 in health care & social assistance. In 2024, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,560,950
Participants with balances421
Active participants612
Employer contributions$1,240,373
Employee contributions$2,615,760
Employer contribution per active participant$2,027
Average account balance$51,214
Benefits paid to participants$5,537,163
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $640K emplr
2024$21.6M · 421 accts · $1.2M emplr
2023$20.7M · 442 accts · $1.3M emplr
2022$15.5M · 427 accts · $951K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,119
Investment management$34,006
Total administrative$77,125
The Myorthos Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,027
Median for plans this size$2,416
2024$2,027 per active participant
2023$1,972 per active participant
2022$1,422 per active participant

Myorthos Holdings, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$43,119
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$25,068
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$8,938

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025Not separately reported
2024$77,125 · 0.37%
2023$82,068 · 0.45%
2022$5,714 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Oxfam America, Inc. MA$22.8M · 0.36%
Greater Boston Urology, LLC MA$21.7M · 0.16%
Morphic Therapeutic Inc MA$21.1M · 0.07%
Brookhaven at Lexington MA$21.0M · 0.00%
Viability, Inc. MA$20.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844014676 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.