Plan Ledger DOL Form 5500 · updated monthly

Ohio Transmission Holding LLC401(k)

OHIO TRANSMISSION HOLDING LLC 401(K) PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Ohio Transmission Holding LLC reported $293,554 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $2,123 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 has held roughly steady near 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 269th-largest of 3,295 plans among Ohio employers on file, and the 307th of 4,246 in wholesale trade. In 2024, employees put in $3.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$151,180,831
Participants with balances2,082
Active participants1,761
Employer contributions$3,738,751
Employee contributions$12,329,179
Employer contribution per active participant$2,123
Average account balance$72,613
Benefits paid to participants$21,781,458
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$151.2M · 2,082 accts · $3.7M emplr
2023$137.1M · 2,045 accts · $3.8M emplr
2022$118.1M · 2,008 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$138,252
Investment management$155,302
Total administrative$293,554
The Ohio Transmission Holding LLC 401(k) match · 2024
Employer contribution per active participant$2,123
Median for plans this size$3,635
2024$2,123 per active participant
2023$2,335 per active participant
2022$1,865 per active participant

Ohio Transmission Holding LLC's 2024 employer contribution ran below the $3,635 median for plans its size. 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$138,252
CREATIVE PLANNING LLC · Investment advisory (plan)$80,700
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$74,602

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$293,554 · 0.20%
2023$271,467 · 0.21%
2022$249,290 · 0.21%
Same employer
Similar plansWholesale Trade · Ohio
The Hillman Group, Inc. OH$191.0M · 0.14%
Reladyne LLC OH$173.0M · 0.21%
Park-Ohio Industries, Inc. OH$167.9M · 0.03%
Atlas Steel Products Company OH$140.5M · 0.01%
Green Dot Corporation OH$134.7M · 0.08%
Gbs Corp OH$121.9M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 310655871 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.