Plan Ledger DOL Form 5500 · updated monthly

Overseas Service Corporation401(k)

OVERSEAS SERVICE CORPORATION 401(K) PLAN AND TRUST · WEST PALM BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Overseas Service Corporation reported $22,802 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,687 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 0.08% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 716th-largest of 3,644 plans among Florida employers on file, and the 1,157th of 4,246 in wholesale trade. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,279,588
Participants with balances234
Active participants389
Employer contributions$656,382
Employee contributions$1,307,528
Employer contribution per active participant$1,687
Average account balance$150,767
Benefits paid to participants$2,444,687
Plan auditUnmodified (clean) audit opinion
AuditorPARKS & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$35.3M · 234 accts · $656K emplr
2023$30.5M · 218 accts · $608K emplr
2022$24.6M · 219 accts · $583K emplr
Administrative expenses, itemized · 2024
Investment management$9,664
Total administrative$22,802
The Overseas Service Corporation 401(k) match · 2024
Employer contribution per active participant$1,687
Median for plans this size$2,416
2024$1,687 per active participant
2023$1,629 per active participant
2022$1,577 per active participant

Overseas Service Corporation's 2024 employer contribution ran below the $2,416 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
SAGEVIEW ADVISORY GROUP LLC · Investment advisory (plan)$65,380
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,664
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$22,802 · 0.07%
2023$40,277 · 0.15%
2022$20,960 · 0.08%
Same employer
Similar plansWholesale Trade · Florida
America II Group LLC FL$41.3M · 0.16%
Apotex Corp FL$40.3M · 0.20%
Evi Industries, Inc. FL$37.5M · 0.29%
Diploma Holdings, Inc FL$33.5M · 0.29%
Acr Electronics, Inc. FL$32.6M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530215173 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.