Plan Ledger DOL Form 5500 · updated monthly

Olin Partnership, LTD.401(k)

OLIN PARTNERSHIP, LTD. 401(K) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Olin Partnership, LTD. reported $41,772 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,749 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 0.23% to 0.28%. 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 1,779th-largest of 3,651 plans among Pennsylvania employers on file, and 6,377th of 11,654 in professional & technical services. In 2024, employees put in $3.38 for every $1.00 the employer contributed; active participation has shrunk from 93 to 70 since 2022.

Plan summary
Net assets, end of year$15,872,674
Participants with balances114
Active participants70
Employer contributions$192,417
Employee contributions$649,541
Employer contribution per active participant$2,749
Average account balance$139,234
Benefits paid to participants$853,439
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 114 accts · $192K emplr
2023$14.4M · 132 accts · $251K emplr
2022$11.9M · 126 accts · $247K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,372
Total administrative$41,772
The Olin Partnership, LTD. 401(k) match · 2024
Employer contribution per active participant$2,749
Median for plans this size$2,416
2024$2,749 per active participant
2023$2,950 per active participant
2022$2,654 per active participant

Olin Partnership, LTD.'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 · 20243
NEWPORT TRUST COMPANY · Recordkeeping · Loan processing$14,167
THE CONESTOGA GROUP · Investment advisory (participants)$15,400
ASSOCIATED BENEFIT PLANNERS, LTD.$12,205

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

Recordkeeper by year2
2024NEWPORT TRUST COMPANY
2023NEWPORT TRUST COMPANY

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

Administrative cost history3
2024$41,772 · 0.28%
2023$32,017 · 0.24%
2022$29,264 · 0.23%
Similar plansProfessional & Technical Services · Pennsylvania
Ci&T, Inc. PA$16.3M · 0.35%
Equisoft Inc PA$16.1M · 0.38%
Computer Enterprises, Inc. PA$15.9M · 0.37%
Krystal Biotech, Inc. PA$15.8M · 0.28%
Arraya Solutions, Inc. PA$15.7M · 0.31%
Array Architects, Inc. PA$15.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232105286 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.