Plan Ledger DOL Form 5500 · updated monthly

O9 Solutions, Inc.401(k)

O9 SOLUTIONS 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

O9 Solutions, Inc. reported $8,764 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $19 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 0.025% to 0.031%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,459th-largest of 5,688 plans among Texas employers on file, and the 3,915th of 11,654 in professional & technical services. In 2024, employees put in $740.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,462,107
Participants with balances561
Active participants466
Employer contributions$8,976
Employee contributions$6,649,782
Employer contribution per active participant$19
Average account balance$57,865
Benefits paid to participants$2,289,391
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.5M · 561 accts · $9K emplr
2023$23.3M · 507 accts
2022$14.6M · 497 accts · $320 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,625
Investment management$6,139
Total administrative$8,764
The O9 Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$19
Median for plans this size$2,416
2024$19 per active participant
2022$1 per active participant

O9 Solutions, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,139
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,725

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

Administrative cost history3
2024$8,764 · 0.03%
2023$28,078 · 0.15%
2022$3,084 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Texas
Magseis Fairfield, LLC TX$32.8M · 0.02%
The Lanier Law Firm, P.C. TX$32.6M · 0.12%
Generational Equity LLC TX$32.6M · 0.16%
Knight Energy Services, LLC TX$32.0M · 0.35%
Valtech Solutions, LLC TX$31.9M · 0.39%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 271421035 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.