Plan Ledger DOL Form 5500 · updated monthly

Orum Inc.401(k)

ORUM 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Orum Inc. reported $5,312 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 has held roughly steady near 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,279th of 5,688), and 10,130th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$4,102,476
Participants with balances159
Active participants109
Employer contributions$0
Employee contributions$1,267,211
Employer contribution per active participant$0
Average account balance$25,802
Benefits paid to participants$497,790
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.1M · 159 accts
2023$2.8M · 161 accts · $2K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,548
Investment management$2,764
Total administrative$5,312
The Orum Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Orum Inc.'s 2024 employer contribution ran below the $1,313 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.

Administrative cost history2
2024$5,312 · 0.15%
2023$3,162 · 0.16%
Similar plansProfessional & Technical Services · Texas
Acumera, Inc. TX$4.1M · 0.82%
Ideal Impact, Inc. TX$4.1M · 0.05%
Highlevel Inc. TX$4.1M · 0.15%
Landpoint, LLC TX$4.1M · 0.53%
Tex-Air Parts, Inc. TX$4.1M · 0.50%
Nyati Services, Inc. TX$4.0M · 0.38%
Strategic Data Systems TX$3.9M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371898035 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.