Plan Ledger DOL Form 5500 · updated monthly

Obhg Management Services, LLC401(k)

OBHG 401(K) PLAN · GREENVILLE, SC · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Obhg Management Services, LLC reported $264,277 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $506 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 0.07% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 52nd-largest of 807 plans among South Carolina employers on file, and the 999th of 11,911 in health care & social assistance. In 2024, employees put in $12.42 for every $1.00 the employer contributed; active participation has grown from 1,549 to 2,566 since 2022.

Plan summary
Net assets, end of year$113,308,729
Participants with balances1,179
Active participants2,566
Employer contributions$1,298,418
Employee contributions$16,121,143
Employer contribution per active participant$506
Average account balance$96,106
Benefits paid to participants$8,830,184
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$113.3M · 1,179 accts · $1.3M emplr
2023$87.1M · 1,044 accts
2022$66.9M · 924 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$211,463
Investment management$50,341
Total administrative$264,277
The Obhg Management Services, LLC 401(k) match · 2024
Employer contribution per active participant$506
Median for plans this size$3,635
2024$506 per active participant
2022$1,189 per active participant

Obhg Management Services, LLC's 2024 employer contribution ran below the $3,635 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 · 20243
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$49,819
KKESTRA INVESTMENT SERVICES, LLCindirect comp

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$264,277 · 0.26%
2023$46,602 · 0.06%
2022$43,870 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · South Carolina
McLeod Health SC$808.7M · 0.11%
Roper St. Francis Healthcare SC$664.5M · 0.11%
Anmed Health SC$237.0M · 0.04%
Lexington Health Inc. SC$92.7M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800950275 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.