Department of Labor filing

OBHG MANAGEMENT SERVICES, LLC

OBHG 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

35filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$506

Reported employer contributions per active participant.

Higher than about 44% of comparable plans

#People in the filing

2,566

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$111 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 15% of comparable plans

↗Investment performance

Not available

Plan assets changed 30.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202435out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions44th percentileTypical peer $803 · based on 227 comparable plans

Lower reported administrative expense15th percentileTypical peer $54 · based on 242 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, OBHG MANAGEMENT SERVICES, LLC reported $1,298,418 in employer contributions across the plan and 2,566 active participants. That works out to $506 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy95%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 57.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 261.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context35/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,298,418
Participant contributions: $16,121,143
Other contributions: $4,893,208
Employer share of reported contributions: 7.5%
Beginning assets: $87,079,503
Ending assets: $113,308,729
Ending net assets: $113,308,729
Ending liabilities: $0
Total income: $35,421,421
Total expenses: $9,192,195
Administrative expenses: $264,277
Participant loans: $687,331

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,189

2023

Not reported

2024

$506

Plan-paid administrative expenses per participant

2022

$31

2023

$27

2024

$111

Active participants

2022

1,549

2023

2,257

2024

2,566

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$506	2,566	113.3M	20251015222534NAL0003053523001
2023	Not reported	2,257	87.1M	20250508133310NAL0018080336001
2022	$1,189	1,549	66.9M	20231016175408NAL0026383411002

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 800950275-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Feb 1, 2011
Industry: Health care and social assistance
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D2A

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
VOYA RETIREMENT INSURANCE & ANNUITY	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251015222534NAL0003053523001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗