Plan Ledger DOL Form 5500 · updated monthly

Omh Healthedge Holdings, Inc.401(k)

OMH HEALTHEDGE HOLDINGS, INC. 401(K) PLAN · BOCA RATON, FL · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Omh Healthedge Holdings, Inc. reported $215,435 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $297 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 1 year on file its reported administrative ratio fell from 0.79% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 710th-largest of 3,644 plans among Florida employers on file, and the 397th of 2,534 in administrative & support services. In 2024, employees put in $12.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,613,604
Participants with balances1,459
Active participants1,281
Employer contributions$380,290
Employee contributions$4,673,765
Employer contribution per active participant$297
Average account balance$24,410
Benefits paid to participants$5,301,220
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$35.6M · 1,459 accts · $380K emplr
2023$31.1M · 1,464 accts · $297K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$161,449
Investment management$53,986
Total administrative$215,435
The Omh Healthedge Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$297
Median for plans this size$2,416
2024$297 per active participant
2023$222 per active participant

Omh Healthedge Holdings, Inc.'s 2024 employer contribution ran below the $2,416 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
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$161,449
EDWARD JONES · Investment advisory (plan)$53,986

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

Administrative cost history2
2024$215,435 · 0.65%
2023$198,943 · 0.79%
Similar plansAdministrative & Support Services · Florida
Legacy Intermediate, LLC FL$38.8M · 0.61%
HR Delivered LLC FL$37.9M · 1.08%
Hays U.S. Corporation FL$36.2M · 0.43%
Sidecar HR LLC FL$35.6M · 0.75%
Valet Living,Llc FL$32.5M · 0.46%
Travelopia USA, Inc. FL$31.8M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205803714 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.