Plan Ledger DOL Form 5500 · updated monthly

Osi Digital, Inc.401(k)

OSI DIGITAL, INC. 401(K) PLAN · WOODLAND HILLS, CA · plan year 2025

Reported admin expense ratio · 2025
0.15%

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

Osi Digital, Inc. reported $36,670 in plan administrative expenses for 2025: 0.15% of average plan assets, below the peer median. Employer contributions averaged $3,444 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 rose from 0.04% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,960th-largest of 9,483 plans among California employers on file, and the 4,569th of 11,654 in professional & technical services. In 2025, employees put in $2.27 for every $1.00 the employer contributed; active participation has grown from 168 to 187 since 2022.

Plan summary
Net assets, end of year$26,402,178
Participants with balances194
Active participants187
Employer contributions$644,097
Employee contributions$1,463,287
Employer contribution per active participant$3,444
Average account balance$136,094
Benefits paid to participants$1,019,439
Plan auditUnmodified (clean) audit opinion
AuditorSCOTT MILLER CPA & ASSOCIATES, PC
Plan history4
Yearassets · accounts · employer contribution
2025$26.4M · 194 accts · $644K emplr
2024$21.1M · 171 accts · $554K emplr
2023$17.9M · 168 accts · $494K emplr
2022$14.1M · 142 accts · $403K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$12,670
Audit (IQPA)$24,000
Total administrative$36,670
The Osi Digital, Inc. 401(k) match · 2025
Employer contribution per active participant$3,444
Median for plans this size$2,666
2025$3,444 per active participant
2024$2,996 per active participant
2023$2,460 per active participant
2022$2,400 per active participant

Osi Digital, Inc.'s 2025 employer contribution ran above the $2,666 median for plans its size. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (plan)$42,842
ELITE RETIREMENT ADMINISTRATION · Other services$6,000
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$2,871

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

Administrative cost history4
2025$36,670 · 0.15%
2024$14,486 · 0.07%
2023$4,386 · 0.03%
2022$5,583 · 0.04%
Same employer
Similar plansProfessional & Technical Services · California
Gumgum, Inc. CA$26.6M · 0.53%
Contextlogic Inc. CA$26.5M · 0.20%
Mitek Systems, Inc. CA$26.4M · 0.19%
Exabeam, Inc. CA$26.4M · 0.18%
Tait & Associates, Inc. CA$26.4M · 0.23%
Astreya Partners, LLC CA$26.2M · 0.35%
Plume Design, Inc. CA$26.2M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954844560 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.