Plan Ledger DOL Form 5500 · updated monthly

On Site Management, Inc.401(k)

ON SITE MANAGEMENT 401(K) RETIREMENT PLAN · BOZEMAN, MT · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

On Site Management, Inc. reported $80,905 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $5,622 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 70th-largest of 229 plans among Montana employers on file, and the 1,963rd of 5,337 in construction. In 2024, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,887,444
Participants with balances155
Active participants108
Employer contributions$607,150
Employee contributions$891,761
Employer contribution per active participant$5,622
Average account balance$134,758
Benefits paid to participants$284,749
Plan auditUnmodified (clean) audit opinion
AuditorAMATICS CPA GROUP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,187
Investment management$39,718
Audit (IQPA)$7,000
Total administrative$80,905
The On Site Management, Inc. 401(k) match · 2024
Employer contribution per active participant$5,622
Median for plans this size$2,416

On Site Management, 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 · 20245
LPL FINANCIAL · Insurance broker$33,460
SANNAH M BRANDT LLC DBA · Contract administrator$17,872
ALBORN UITHOVEN RIEKENBERG · Accounting / audit$7,000
EMPOWER ADVISOR GROUP, LLC · Investment management$6,257

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$80,905 · 0.42%
All plans at this employer2
ON SITE MANAGEMENT 401(K) RETIREMENT PLAN401(k)
ON SITE MANAGEMENT 401(K) RETIREMENT PLAN401(k)
Same employer
Similar plansConstruction · Montana
Riverside Contracting, Inc. MT$21.5M · 1.18%
Century Companies, Inc. MT$18.8M · 1.10%
Langlas & Associates, Inc. MT$17.8M · 0.18%
Loenbro, LLC. MT$17.3M · 0.67%
Alamon, Inc. MT$15.1M

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Source: U.S. Department of Labor, Form 5500 series, EIN 810445392 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.