Plan Snapshot
- Plan Sponsor: Otr Wheel Engineering, INC.
- Sponsor EIN: 581862442
- Sponsor Address: 195 CHATILLON ROAD, STE 4, ROME, GA, 30161
- Plan Type: 401(k)
- Total Participants: 481
- Total Assets: $19.0M
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 | 481 | $19.0M | $836,624 | $1.5M |
| 2023 | 485 | $18.2M | $791,468 | $1.5M |
| 2022 | 502 | $14.5M | $752,478 | $1.3M |
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 |
|---|---|---|---|---|
| FRAZIER AND DEETER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAZIER AND DEETER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $91,662 | $37,041 | — | — | — |
| 2023 | $78,631 | $34,503 | — | — | — |
| 2022 | $69,071 | $32,790 | $36,281 | — | — |