Plan Snapshot
- Plan Sponsor: Ottenweller Company, INC.
- Sponsor EIN: 350904506
- Sponsor Address: 3011 CONGRESSIONAL PARKWAY, FORT WAYNE, IN, 468081395
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $10.7M
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 | 202 | $10.7M | $101,280 | $530,329 |
| 2023 | 152 | $9.3M | $102,686 | $490,847 |
| 2022 | 138 | $8.3M | $89,125 | $453,524 |
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 | $24,698 | — | $24,698 |
| CAMBRIDGE INVESTMENT RESEARCH | Investment Advisor | $24,170 | — | $24,170 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,868
- Estimated Expense Ratio: 0.455% 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 | $48,868 | $24,170 | — | — | — |
| 2023 | $41,614 | $21,134 | — | — | — |
| 2022 | $35,091 | — | — | — | — |