Plan Ledger DOL Form 5500 · updated monthly

Ofs Brands Holdings, Inc.401(k)

OFS BRANDS EMPLOYEE SAVINGS PLAN & TRUST · HUNTINGBURG, IN · plan year 2025

Reported admin expense ratio · 2025
0.31%

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

Ofs Brands Holdings, Inc. reported $322,596 in plan administrative expenses for 2025: 0.31% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,220 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 3 years on file its reported administrative ratio rose from 0.22% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 133rd-largest of 1,562 plans among Indiana employers on file, and the 1,744th of 13,661 in manufacturing. In 2025, employees put in $3.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$112,796,766
Participants with balances1,713
Active participants1,664
Employer contributions$2,030,715
Employee contributions$6,798,239
Employer contribution per active participant$1,220
Average account balance$65,847
Benefits paid to participants$8,440,867
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$112.8M · 1,713 accts · $2.0M emplr
2024$97.3M · 1,733 accts · $1.7M emplr
2023$84.0M · 1,926 accts · $1.8M emplr
2022$71.9M · 1,826 accts · $1.5M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$195,812
Investment management$118,184
Audit (IQPA)$8,600
Total administrative$322,596
The Ofs Brands Holdings, Inc. 401(k) match · 2025
Employer contribution per active participant$1,220
Median for plans this size$4,093
2025$1,220 per active participant
2024$1,062 per active participant
2023$1,160 per active participant
2022$952 per active participant

Ofs Brands Holdings, Inc.'s 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
EDWARD D JONES & CO LP · Investment advisory (plan)$118,184
FORVIS MAZARS LLP · Accounting / audit$8,600

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

Administrative cost history4
2025$322,596 · 0.31%
2024$296,486 · 0.33%
2023$285,584 · 0.37%
2022$175,565 · 0.22%
Same employer
Similar plansManufacturing · Indiana
Braun Corporation IN$122.8M · 0.17%
Hitachi Astemo Indiana, Inc. IN$120.5M · 0.22%
Dwyer Instruments, Inc. IN$117.6M · 0.24%
Weg Electric Corp. IN$109.6M · 0.21%
Perfection Bakeries, Inc. IN$106.2M · 0.23%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 350279408 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.