# Ohio Machinery Co. 401(k) Plan
Source: https://planprovider.pro/companies/ohio-machinery-co-401k-plan-004

> Ohio Machinery Co.'s 401(k) plan: 561 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ohio Machinery Co.

- **Sponsor EIN:** 340672363

- **Sponsor Address:** 3993 E ROYALTON RD, BROADVIEW HEIGHTS, OH, 44147

- **Plan Type:** 401(k)

- **Total Participants:** 561

- **Total Assets:** $22.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|561|$22.6M|$0|$2.0M|

| 2023|543|$20.5M|$0|$1.7M|

| 2022|478|$16.8M|$0|$1.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| GLOBAL RETIREMENT PARTNERS, LLC|INVESTMENT ADVISOR|$8,000|—|$8,000|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$7,938|—|$7,938|

| PLANTE & MORAN PLLC|AUDITOR|$6,790|—|$6,790|

| PLANTE & MORAN, PLLC|Auditor|$6,790|—|$6,790|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [PLANTE & MORAN PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — AUDITOR

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $29,518

- **Estimated Expense Ratio:** 0.131% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$22,728|$8,000|—|$6,790|—|

| 2023|$20,275|$8,000|—|$6,660|—|

| 2022|$37,947|$7,333|—|—|$6,525|

## Similar Plans

- [Crane 1 Services, INC.](https://planprovider.pro/companies/crane-1-services-inc-401k-plan) — 506 participants

- [Ohio Machinery Co.](https://planprovider.pro/companies/ohio-machinery-co-401k-plan-003) — 1,181 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ohio-machinery-co-401k-plan-004)

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