Plan Snapshot
- Plan Sponsor: Ohio Transmission Holding LLC
- Sponsor EIN: 310655871
- Sponsor Address: 3948 TOWNSFAIR WAY, COLUMBUS, OH, 43219
- Plan Type: 401(k)
- Total Participants: 1,761
- Total Assets: $151.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,761 | $151.2M | $3.7M | $12.3M |
| 2023 | 1,648 | $137.1M | $3.8M | $11.8M |
| 2022 | 1,771 | $118.1M | $3.3M | $11.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $138,252 | — | $138,252 |
| CREATIVE PLANNING LLC | ADVISOR | $80,700 | — | $80,700 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $74,602 | — | $74,602 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CREATIVE PLANNING LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $293,554
- Estimated Expense Ratio: 0.194% 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 | $293,554 | $155,302 | — | — | — |
| 2023 | $271,467 | $140,854 | $600 | — | — |
| 2022 | $249,290 | $60,431 | — | — | — |