Plan Ledger DOL Form 5500 · updated monthly

Ohana Growth Partners, LLC401(k)

OHANA GROWTH PARTNERS, LLC 401(K) PROFIT SHARING PLAN · TIMONIUM, MD · plan year 2024

Reported admin expense ratio · 2024
1.20%

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

Ohana Growth Partners, LLC reported $51,690 in plan administrative expenses for 2024: 1.20% of average plan assets, higher than ~75% of peers. Employer contributions averaged $191 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Maryland (1,316th of 1,671), and 962nd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,527,542
Participants with balances470
Active participants1,044
Employer contributions$199,707
Employee contributions$609,291
Employer contribution per active participant$191
Average account balance$9,633
Benefits paid to participants$805,057
Plan auditUnmodified (clean) audit opinion
AuditorFITZPATRICK, LEARY & SZARKO. LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,280
Investment management$14,410
Total administrative$51,690
The Ohana Growth Partners, LLC 401(k) match · 2024
Employer contribution per active participant$191
Median for plans this size$1,313

Ohana Growth Partners, LLC's 2024 employer contribution ran below the $1,313 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
FORUSALL · Investment advisory (plan)$14,410

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

Administrative cost history1
2024$51,690 · 1.20%
Similar plansArts, Entertainment & Recreation · Maryland
Baltimore Country Club MD$9.4M · 0.29%
Crj, Inc. MD$9.2M · 0.46%
US Lacrosse, Inc. MD$6.4M · 0.42%
Pf Growth Partners, LLC MD$4.1M · 1.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 671745745 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.