Plan Ledger DOL Form 5500 · updated monthly

Opm Services, LLC401(k)

OPM SERVICES, INC. PROFIT SHARING 401(K) PLAN AND TRUST · AZUSA, CA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Opm Services, LLC reported $57,499 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $629 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 3 years on file its reported administrative ratio has held roughly steady near 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in California (4,758th of 9,483), and 516th of 786 in management of companies. In 2024, employees put in $2.56 for every $1.00 the employer contributed; active participation has shrunk from 614 to 500 since 2022.

Plan summary
Net assets, end of year$12,997,673
Participants with balances352
Active participants500
Employer contributions$314,373
Employee contributions$805,170
Employer contribution per active participant$629
Average account balance$36,925
Benefits paid to participants$3,860,856
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 352 accts · $314K emplr
2023$9.9M · 368 accts · $438K emplr
2022$8.8M · 273 accts · $269K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,777
Investment management$18,722
Total administrative$57,499
The Opm Services, LLC 401(k) match · 2024
Employer contribution per active participant$629
Median for plans this size$2,416
2024$629 per active participant
2023$685 per active participant
2022$438 per active participant

Opm Services, LLC'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 · 20245
JOHN HANCOCK LIFE INSURANCE CO USA · Recordkeeping · Investment management$1,230
FIDELITY INVESTMENTS · Loan processing$29,211
WELLS FARGO CLEARING SERVICES · Investment advisory (plan)$14,268
WELLS FARGO ADVISORS, LLC · Investment advisory (participants)$3,944
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$150

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$57,499 · 0.50%
2023$64,779 · 0.69%
2022$44,534 · 0.52%
Similar plansManagement of Companies · California
Snider Motors Inc CA$16.8M · 0.78%
Potrero Distilling Holdings CA$13.9M · 0.32%
Friesen Group Inc. CA$13.0M · 0.03%
Cwr Industries, Inc. CA$12.6M · 0.03%
Alchemee, LLC CA$11.6M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954891590 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.