Plan Ledger DOL Form 5500 · updated monthly

The Global Orphan Project, Inc.401(k)

THE GLOBAL ORPHAN PROJECT 401(K) PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
1.26%

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

The Global Orphan Project, Inc. reported $25,860 in plan administrative expenses for 2024: 1.26% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,663 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 1 year on file its reported administrative ratio fell from 1.56% to 1.26%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Missouri (1,231st of 1,393), and 2,782nd of 3,341 in other services. In 2024, the employer put in $1.13 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$2,396,353
Participants with balances200
Active participants177
Employer contributions$294,427
Employee contributions$259,883
Employer contribution per active participant$1,663
Average account balance$11,982
Benefits paid to participants$135,065
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$2.4M · 200 accts · $294K emplr
2023$1.7M · 176 accts · $225K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,497
Investment management$16,363
Total administrative$25,860
The The Global Orphan Project, Inc. 401(k) match · 2024
Employer contribution per active participant$1,663
Median for plans this size$1,313
2024$1,663 per active participant
2023$1,595 per active participant

The Global Orphan Project, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
AMERICAN FUNDS RECORD KEEPER DIRECT · Recordkeeping · Investment management$6,205
TRIUNE FINANCIAL PARTNERS LLC · Investment advisory (participants) · Investment advisory (plan)$16,363

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

Administrative cost history2
2024$25,860 · 1.26%
2023$22,525 · 1.56%
Same employer
Similar plansOther Services · Missouri
Beyond Housing, Inc. MO$3.3M · 0.00%
Oats, Inc. MO$2.6M · 0.06%
Telle Tire & Auto Service MO$2.5M · 0.71%
Kennelwood Village, Inc. MO$2.1M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 816079539 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.