Plan Ledger DOL Form 5500 · updated monthly

Ossur Americas, Inc.401(k)

OSSUR AMERICAS, INC. 401(K) RETIREMENT SAVINGS PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Ossur Americas, Inc. reported $131,972 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $2,550 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 0.11% to 0.16%. 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 1,114th-largest of 9,483 plans among California employers on file, and the 2,078th of 13,661 in manufacturing. In 2024, employees put in $3.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$88,489,289
Participants with balances1,114
Active participants832
Employer contributions$2,121,862
Employee contributions$6,880,400
Employer contribution per active participant$2,550
Average account balance$79,434
Benefits paid to participants$8,642,950
Plan auditUnmodified (clean) audit opinion
AuditorPORTER & HUNT, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$88.5M · 1,114 accts · $2.1M emplr
2023$75.8M · 1,152 accts · $2.0M emplr
2022$60.8M · 1,038 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,044
Investment management$70,428
Audit (IQPA)$15,500
Total administrative$131,972
The Ossur Americas, Inc. 401(k) match · 2024
Employer contribution per active participant$2,550
Median for plans this size$3,635
2024$2,550 per active participant
2023$2,322 per active participant
2022$2,292 per active participant

Ossur Americas, Inc.'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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Contract administrator · Recordkeeping$18,324
OSAIC FA, INC · Consulting · Investment advisory (plan)$45,165
PENSION BENEFITS UNLIMITED · Pension consulting · Other services$27,720
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$25,263
PORTER & HUNT, LLP · Accounting / audit$15,500

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

Recordkeeper by year2
2024Fidelity
2023Fidelity

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

Administrative cost history3
2024$131,972 · 0.16%
2023$80,073 · 0.12%
2022$75,036 · 0.11%
Same employer
Similar plansManufacturing · California
Hm Electronics, Inc. CA$89.7M · 0.12%
Mga Entertainment CA$87.6M · 0.22%
Advantech Corporation CA$86.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330381778 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.