Plan Ledger DOL Form 5500 · updated monthly

Osborn Maledon, P.A.401(k)

OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Osborn Maledon, P.A. reported $96,551 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $6,768 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 rose from 0.15% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 165th-largest of 1,285 plans among Arizona employers on file, and the 2,401st of 11,654 in professional & technical services. In 2024, employees put in $2.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$59,324,326
Participants with balances128
Active participants94
Employer contributions$636,219
Employee contributions$1,850,675
Employer contribution per active participant$6,768
Average account balance$463,471
Benefits paid to participants$4,603,155
Plan auditUnmodified (clean) audit opinion
AuditorCARNEAL & HUNT , P.L.C
Plan history3
Yearassets · accounts · employer contribution
2024$59.3M · 128 accts · $636K emplr
2023$54.7M · 129 accts · $946K emplr
2022$46.7M · 133 accts · $959K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,280
Investment management$95,271
Total administrative$96,551
The Osborn Maledon, P.A. 401(k) match · 2024
Employer contribution per active participant$6,768
Median for plans this size$3,635
2024$6,768 per active participant
2023$10,285 per active participant
2022$10,537 per active participant

Osborn Maledon, P.A.'s 2024 employer contribution ran above the $3,635 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 · 20243
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$89,959
YCG LLC · Investment advisory (participants)$6,542
CHARLES SCHWAB & CO., INC. · Securities brokerage$681

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$96,551 · 0.17%
2023$73,665 · 0.15%
2022$75,887 · 0.15%
Similar plansProfessional & Technical Services · Arizona
Cognosante, LLC AZ$89.1M · 0.37%
Fiduciary Wise, LLC AZ$75.7M · 0.71%
Consumer Cellular Inc AZ$55.9M · 0.64%
Ineight Inc. AZ$53.0M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860789930 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.