Plan Ledger DOL Form 5500 · updated monthly

Osmose Utilities Services, Inc.401(k)

OSMOSE 401(K) PLAN · PEACHTREE CITY, GA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Osmose Utilities Services, Inc. reported $356,250 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $1,551 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 0.22% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 174th-largest of 2,160 plans among Georgia employers on file, and the 147th of 786 in management of companies. In 2024, employees put in $2.50 for every $1.00 the employer contributed; active participation has grown from 2,575 to 3,530 since 2022.

Plan summary
Net assets, end of year$202,078,660
Participants with balances3,300
Active participants3,530
Employer contributions$5,475,230
Employee contributions$13,691,102
Employer contribution per active participant$1,551
Average account balance$61,236
Benefits paid to participants$29,786,641
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$202.1M · 3,300 accts · $5.5M emplr
2023$178.1M · 3,139 accts · $5.1M emplr
2022$152.0M · 3,298 accts · $5.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$234,317
Investment management$49,433
Total administrative$356,250
The Osmose Utilities Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,551
Median for plans this size$3,635
2024$1,551 per active participant
2023$2,183 per active participant
2022$2,009 per active participant

Osmose Utilities Services, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$234,317
CREATIVE PLANNING · Investment advisory (plan)$72,500
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$49,433

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$356,250 · 0.19%
2023$340,091 · 0.21%
2022$381,425 · 0.22%
Same employer
Similar plansManagement of Companies · Georgia
Mativ Holdings, Inc. GA$508.1M · 0.03%
Travelport Inc. GA$427.7M · 0.07%
Heidelberg Americas, Inc. GA$228.5M · 0.08%
Snf Holding Company GA$182.5M · 0.17%
Zep Inc. GA$169.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352175310 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.