Plan Ledger DOL Form 5500 · updated monthly

Odw Logistics, Inc.401(k)

ODW LOGISTICS, INC. 401(K) RETIREMENT PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.44%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Odw Logistics, Inc. reported $139,577 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $965 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.65% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 792nd-largest of 3,295 plans among Ohio employers on file, and the 459th of 2,677 in transportation & warehousing. In 2024, employees put in $2.05 for every $1.00 the employer contributed; active participation has grown from 1,218 to 1,772 since 2022.

Plan summary
Net assets, end of year$38,921,982
Participants with balances1,035
Active participants1,772
Employer contributions$1,709,844
Employee contributions$3,504,245
Employer contribution per active participant$965
Average account balance$37,606
Benefits paid to participants$3,103,905
Plan auditUnmodified (clean) audit opinion
AuditorSCHNEIDER DOWNS & COMPANY INC
Plan history3
Yearassets · accounts · employer contribution
2024$38.9M · 1,035 accts · $1.7M emplr
2023$24.2M · 832 accts · $1.5M emplr
2022$17.8M · 732 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$94,859
Investment management$44,718
Total administrative$139,577
The Odw Logistics, Inc. 401(k) match · 2024
Employer contribution per active participant$965
Median for plans this size$2,416
2024$965 per active participant
2023$1,038 per active participant
2022$1,011 per active participant

Odw Logistics, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$94,859
EVERHART FINANCIAL GROUP INC · Investment advisory (plan)$44,718

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$139,577 · 0.44%
2023$127,013 · 0.61%
2022$119,307 · 0.65%
Same employer
Similar plansTransportation & Warehousing · Ohio
World Shipping, Inc. OH$46.6M · 0.09%
Commuteair LLC OH$43.7M · 0.04%
The Wheeling Corporation OH$42.6M · 0.27%
Dayton-Phoenix Group, Inc. OH$40.9M · 0.27%
Mormac Marine Group, Inc. OH$34.5M · 0.17%
Star Leasing Company, LLC OH$28.8M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310807991 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.