Plan Ledger DOL Form 5500 · updated monthly

Optinose US, Inc.401(k)

OPTINOSE 401(K) PLAN · YARDLEY, PA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Optinose US, Inc. reported $22,765 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,872 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 0.13% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,389th-largest of 3,651 plans among Pennsylvania employers on file, and the 5,289th of 13,661 in manufacturing. In 2024, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,868,743
Participants with balances207
Active participants130
Employer contributions$1,023,315
Employee contributions$2,366,122
Employer contribution per active participant$7,872
Average account balance$115,308
Benefits paid to participants$3,811,660
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.9M · 207 accts · $1.0M emplr
2023$20.7M · 203 accts · $1.0M emplr
2022$21.1M · 228 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,765
Total administrative$22,765
The Optinose US, Inc. 401(k) match · 2024
Employer contribution per active participant$7,872
Median for plans this size$2,416
2024$7,872 per active participant
2023$7,945 per active participant
2022$9,190 per active participant

Optinose US, 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,765

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$22,765 · 0.10%
2023$21,728 · 0.10%
2022$30,519 · 0.13%
Same employer
Similar plansManufacturing · Pennsylvania
B & G Manufacturing, Inc. PA$24.0M · 0.25%
American Hydro PA$23.9M · 0.22%
Gertrude Hawk Brands, Inc. PA$23.9M · 0.24%
Greiner Industries, Inc. PA$23.8M · 0.47%
All-Fill, Inc. PA$23.8M · 0.31%
Galliker Dairy Co. PA$23.8M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272905255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.