Plan Ledger DOL Form 5500 · updated monthly

Osf International, Inc.401(k)

OSF INTERNATIONAL 401(K) PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Osf International, Inc. reported $128,818 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $160 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 0.55% to 0.63%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 353rd-largest of 1,021 plans among Oregon employers on file, and the 294th of 2,240 in accommodation & food services. In 2024, employees put in $4.05 for every $1.00 the employer contributed; active participation has grown from 722 to 1,199 since 2022.

Plan summary
Net assets, end of year$20,683,731
Participants with balances259
Active participants1,199
Employer contributions$191,303
Employee contributions$773,992
Employer contribution per active participant$160
Average account balance$79,860
Benefits paid to participants$2,913,976
Plan auditUnmodified (clean) audit opinion
AuditorGEFFEN MESHER & COMPANY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$20.7M · 259 accts · $191K emplr
2023$20.2M · 267 accts · $246K emplr
2022$17.1M · 336 accts · $236K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,773
Investment management$13,319
Total administrative$128,818
The Osf International, Inc. 401(k) match · 2024
Employer contribution per active participant$160
Median for plans this size$2,416
2024$160 per active participant
2023$297 per active participant
2022$327 per active participant

Osf International, Inc.'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 · 20246
MORGAN STANLEY SMITH BARNEY L.L.C. · Investment advisory (plan)$42,702
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$13,319
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$11,093
PENSION PLAN SPECIALISTS · Other servicesindirect 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$128,818 · 0.63%
2023$106,010 · 0.57%
2022$106,499 · 0.55%
Same employer
Similar plansAccommodation & Food Services · Oregon
McMenamins, Inc. OR$40.6M · 0.39%
Dutch Mafia, LLC OR$29.3M · 0.20%
Baney Corporation OR$18.6M · 0.55%
R.L.K. and Company OR$13.8M · 0.48%
Team Jck, LLC OR$9.2M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910889806 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.