Plan Ledger DOL Form 5500 · updated monthly

Osi Industries, LLC401(k)

OSI INDUSTRIES, LLC PROFIT SHARING AND EMPLOYEES SAVINGS PLAN · AURORA, IL · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Osi Industries, LLC reported $300,247 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,064 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 0.31% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 506th-largest of 3,702 plans among Illinois employers on file, and the 1,727th of 13,661 in manufacturing. In 2024, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$114,123,662
Participants with balances3,253
Active participants2,190
Employer contributions$4,520,056
Employee contributions$9,385,126
Employer contribution per active participant$2,064
Average account balance$35,083
Benefits paid to participants$18,723,772
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$114.1M · 3,253 accts · $4.5M emplr
2023$104.8M · 2,816 accts · $4.1M emplr
2022$86.8M · 2,345 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$280,247
Investment management$20,000
Total administrative$300,247
The Osi Industries, LLC 401(k) match · 2024
Employer contribution per active participant$2,064
Median for plans this size$3,635
2024$2,064 per active participant
2023$2,042 per active participant
2022$1,355 per active participant

Osi Industries, LLC's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$280,247
ONEAMERICA INV ADVISORY SVCS LLC · Investment advisory (plan)$20,000
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$300,247 · 0.27%
2023$280,700 · 0.29%
2022$298,828 · 0.31%
All plans at this employer3
OSI FORT ATKINSON UFCW EMPLOYEES SAVINGS PLAN401(k)
OSI INDUSTRIES, LLC PROFIT SHARING AND EMPLOYEES SAVINGS PLAN401(k)
OSI ASHLAND PMU EMPLOYEES' SAVINGS PLAN401(k)
Same employer
Similar plansManufacturing · Illinois
Etnyre International, LTD. IL$122.0M · 0.18%
Weber-Stephen Products LLC IL$119.2M · 0.02%
Lanco International, Inc. IL$117.1M · 0.03%
Arjo Inc. IL$112.6M · 0.07%
Newly Weds Food, Inc. IL$111.3M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522399960 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.