# Ohio Transmission Holding LLC 401(k) Plan
Source: https://planprovider.pro/companies/ohio-transmission-holding-llc-401k-plan

> Ohio Transmission Holding LLC's 401(k) plan: 1,761 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [RSM US LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ohio-transmission-holding-llc-401k-plan)

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