Plan Ledger DOL Form 5500 · updated monthly

Oakland Livingston Human Service AgencyProfit-sharing plan

OLHSA PROFIT SHARING RETIREMENT PLAN · PONTIAC, MI · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Oakland Livingston Human Service Agency reported $28,059 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $2,523 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 0.13% to 0.17%. 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 1,179th-largest of 2,619 plans among Michigan employers on file, and the 4,215th of 11,911 in health care & social assistance. In 2024, the employer put in $15.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$16,465,493
Participants with balances358
Active participants302
Employer contributions$761,994
Employee contributions$50,694
Employer contribution per active participant$2,523
Average account balance$45,993
Benefits paid to participants$1,342,915
Plan auditUnmodified (clean) audit opinion
AuditorUHY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.5M · 358 accts · $762K emplr
2023$16.1M · 360 accts · $775K emplr
2022$13.5M · 385 accts · $784K emplr
Employer contributions to the Oakland Livingston Human Service Agency plan · 2024
Employer contribution per active participant$2,523
Median for plans this size$2,416
2024$2,523 per active participant
2023$2,672 per active participant
2022$2,459 per active participant

Oakland Livingston Human Service Agency's 2024 employer contribution ran above 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 · 20242
MICHIGAN BENEFIT CONSULTING, INC. · Recordkeeping · Pension consulting$160
UHY ADVISORS, INC.$891,518

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

Recordkeeper by year2
2024MICHIGAN BENEFIT CONSULTING, INC.
2023MICHIGAN BENEFIT CONSULTING, INC.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$28,059 · 0.17%
2023$22,355 · 0.15%
2022$17,875 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Michigan
Hegira Health, Inc. MI$17.6M · 0.44%
Eaton Rapids Medical Center MI$17.2M · 0.58%
West Michigan Dermatology MI$16.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 381785665 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.