Plan Ledger DOL Form 5500 · updated monthly

Om Partners USA, Inc.401(k)

OM PARTNERS 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Om Partners USA, Inc. reported $59,417 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,625 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 fell from 0.56% to 0.50%. 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 1,049th-largest of 2,160 plans among Georgia employers on file, and 6,792nd of 11,654 in professional & technical services. In 2024, employees put in $1.40 for every $1.00 the employer contributed; active participation has grown from 158 to 194 since 2022.

Plan summary
Net assets, end of year$14,141,492
Participants with balances210
Active participants194
Employer contributions$1,285,250
Employee contributions$1,793,721
Employer contribution per active participant$6,625
Average account balance$67,340
Benefits paid to participants$602,584
Plan auditUnmodified (clean) audit opinion
AuditorSMITH-HOWARD
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 210 accts · $1.3M emplr
2023$9.8M · 191 accts · $1.2M emplr
2022$5.2M · 154 accts · $594K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,344
Investment management$33,908
Trustee / custodial$4,165
Total administrative$59,417
The Om Partners USA, Inc. 401(k) match · 2024
Employer contribution per active participant$6,625
Median for plans this size$2,416
2024$6,625 per active participant
2023$5,797 per active participant
2022$3,760 per active participant

Om Partners USA, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20244
HOWARD SIMON & ASSOCIATES, INC. · Recordkeeping · Pension consulting$21,344
PINKERTON FINANCIAL RESOURCES, LLC · Investment advisory (participants) · Investment advisory (plan)$15,073
SAGEPOINT FINAINCIAL INC. · Investment advisory (participants) · Investment advisory (plan)$11,932
ENVESTNET RETIREMENT SOLUTIONS · Investment advisory (plan)$6,902

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

Recordkeeper by year2
2024HOWARD SIMON & ASSOCIATES, INC.
2023HOWARD SIMON & ASSOCIATES, INC.

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Administrative cost history3
2024$59,417 · 0.50%
2023$37,219 · 0.49%
2022$28,787 · 0.56%
Same employer
Similar plansProfessional & Technical Services · Georgia
Pierson Ferdinand LLP GA$14.7M · 0.07%
Ingo Money, Inc GA$14.1M · 0.80%
1PATH Managed Services LLC GA$13.9M · 0.99%
Deposco, Inc. GA$13.3M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134258197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.