Plan Ledger DOL Form 5500 · updated monthly

Ons Mso, LLCProfit-sharing plan

ONS SAVINGS PLAN · STAMFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Ons Mso, LLC reported $154,238 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,712 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 0.15% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 148th-largest of 1,106 plans among Connecticut employers on file, and the 862nd of 11,911 in health care & social assistance. In 2024, employees put in $2.82 for every $1.00 the employer contributed; active participation has grown from 688 to 1,941 since 2022.

Plan summary
Net assets, end of year$133,081,035
Participants with balances1,495
Active participants1,941
Employer contributions$3,322,567
Employee contributions$9,376,432
Employer contribution per active participant$1,712
Average account balance$89,017
Benefits paid to participants$6,827,754
Plan auditUnmodified (clean) audit opinion
AuditorWILKIN & GUTTENPLAN, P.C
Plan history3
Yearassets · accounts · employer contribution
2024$133.1M · 1,495 accts · $3.3M emplr
2023$105.2M · 1,315 accts · $2.5M emplr
2022$54.5M · 782 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,169
Investment management$26,048
Total administrative$154,238
Employer contributions to the Ons Mso, LLC plan · 2024
Employer contribution per active participant$1,712
Median for plans this size$3,635
2024$1,712 per active participant
2023$2,068 per active participant
2022$2,144 per active participant

Ons Mso, LLC's 2024 employer contribution ran below the $3,635 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 · 20245
SECURITIES AMERICA INC. · Investment advisory (plan)$94,595
OSAIC WEALTH, INC. · Other services$61,908
WILKIN GUTTENPLAN · Accounting / audit$28,850
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$26,048
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024$154,238 · 0.13%
2023$51,009 · 0.06%
2022$82,116 · 0.15%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Greenwich Hospital CT$242.3M · 0.02%
Starling Physicians, P.C. CT$177.0M · 0.04%
Genedx Holdings Corp. CT$176.6M · 0.02%
Masonicare Corporation CT$124.9M · 0.19%
Genedx Holdings Corp. CT$118.5M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 841758967 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.