Plan Ledger DOL Form 5500 · updated monthly

Odw Lts, LLC401(k)

ODW LTS, LLC 401(K) PLAN · HAMILTON, OH · plan year 2023

Reported admin expense ratio · 2023
0.80%

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

Odw Lts, LLC reported $46,849 in plan administrative expenses for 2023: 0.80% of average plan assets, above the peer median. Employer contributions averaged $2,734 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Ohio (2,325th of 3,295), and 1,417th of 2,677 in transportation & warehousing. In 2023, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,836,091
Participants with balances111
Active participants120
Employer contributions$328,108
Employee contributions$712,644
Employer contribution per active participant$2,734
Average account balance$61,586
Benefits paid to participants$104,469
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$0 · $277K emplr
2023$6.8M · 111 accts · $328K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$17,301
Investment management$29,548
Total administrative$46,849
The Odw Lts, LLC 401(k) match · 2023
Employer contribution per active participant$2,734
Median for plans this size$1,308

Odw Lts, LLC's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
HORAN SECURITIES INC · Investment advisory (plan)$25,214
EMPOWER ADVISORY GROUP, LLC · Investment management$4,334

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

Administrative cost history2
2024Not separately reported
2023$46,849 · 0.80%
Same employer
Similar plansTransportation & Warehousing · Ohio
Bestway Motor Lines, Inc. OH$7.1M · 0.90%
Home Run, Inc. OH$6.9M · 0.16%
Cdc Distributors, Inc. OH$6.7M · 0.97%
Ease Logistics OH$6.1M · 0.70%
M.C. Tank Transport, Inc. OH$5.8M · 0.03%
Custom Assembly, Inc. OH$5.6M · 2.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 264751705 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.