Plan Ledger DOL Form 5500 · updated monthly

Osram Sylvania Inc.401(k)

AMS OSRAM SAVINGS PLAN · HILLSBORO, NH · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Osram Sylvania Inc. reported $1,025,644 in plan administrative expenses for 2024: 0.22% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,572 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 0.17% to 0.22%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other management of companies employers. By assets it is the 7th-largest of 411 plans among New Hampshire employers on file, and the 84th of 786 in management of companies. In 2024, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$485,665,618
Participants with balances2,769
Active participants1,047
Employer contributions$5,834,088
Employee contributions$8,934,519
Employer contribution per active participant$5,572
Average account balance$175,394
Benefits paid to participants$44,931,256
Plan auditUnmodified (clean) audit opinion
AuditorKPMG, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$485.7M · 2,769 accts · $5.8M emplr
2023$460.8M · 2,871 accts · $6.2M emplr
2022$442.8M · 3,011 accts · $6.9M emplr
Administrative expenses, itemized · 2024
Investment management$390,893
Audit (IQPA)$161,250
Total administrative$1,025,644
The Osram Sylvania Inc. 401(k) match · 2024
Employer contribution per active participant$5,572
Median for plans this size$4,294
2024$5,572 per active participant
2023$6,488 per active participant
2022$7,105 per active participant

Osram Sylvania Inc.'s 2024 employer contribution ran above the $4,294 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 · 20247
ALIGHT SOLUTIONS LLC · Investment management$473,501
KPMG · Accounting / audit$145,500
INVESCO ADVISORS, INC. · Investment management$143,406
SSGA · Investment management$101,051
AON HEWITT FINANCIAL ADVISORS · Investment advisory (participants)$100,000
BLACK ROCK FINANCIAL · Trustee · Investment management$46,437
CLIFTONLARSONALLEN LLP · Accounting / audit · Other services$15,750

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$1,025,644 · 0.22%
2023$758,134 · 0.17%
2022$800,948 · 0.17%
Same employer
Similar plansManagement of Companies · New Hampshire
Mativ Holdings, Inc. GA$508.1M · 0.03%
Kroll, LLC NY$504.6M · 0.09%
Midfirst Bank OK$485.6M · 0.11%
The Terminix Company, LLC TN$483.2M · 0.18%
Maritz Holdings Inc. MO$465.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043349012 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.