# Otr Wheel Engineering, INC. 401(k) Plan
Source: https://planprovider.pro/companies/otr-wheel-engineering-inc-401k-plan

> Otr Wheel Engineering, INC.'s 401(k) plan: 481 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$51,444|—|$51,444|

| ONEDIGITAL INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$30,000|—|$30,000|

| RESOURCES INVESTMENT ADVISORS, LLC|INVESTMENT MGMT|$7,041|—|$7,041|

| FRAZIER AND DEETER, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — INVESTMENT ADVISOR

- [FRAZIER AND DEETER, LLC](https://planprovider.pro/provider/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:** $88,485

- **Estimated Expense Ratio:** 0.466% 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|$91,662|$37,041|—|—|—|

| 2023|$78,631|$34,503|—|—|—|

| 2022|$69,071|$32,790|$36,281|—|—|

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