Plan Ledger DOL Form 5500 · updated monthly

Oliver Technologies, Inc.401(k)

OLIVER TECHNOLOGIES, INC. 401K PLAN · HOHENWALD, TN · plan year 2025

Reported admin expense ratio · 2025
0.59%

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

Oliver Technologies, Inc. reported $68,113 in plan administrative expenses for 2025: 0.59% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,162 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 fell from 0.64% to 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Tennessee (754th of 1,496), and 7,830th of 13,661 in manufacturing. In 2025, the employer put in $1.21 for every $1.00 employees contributed themselves; active participation has shrunk from 267 to 234 since 2022.

Plan summary
Net assets, end of year$12,641,056
Participants with balances393
Active participants234
Employer contributions$740,000
Employee contributions$610,451
Employer contribution per active participant$3,162
Average account balance$32,166
Benefits paid to participants$556,112
Plan auditUnmodified (clean) audit opinion
AuditorATA, PC
Plan history4
Yearassets · accounts · employer contribution
2025$12.6M · 393 accts · $740K emplr
2024$10.3M · 413 accts · $790K emplr
2023$8.3M · 385 accts · $760K emplr
2022$6.6M · 308 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$57,113
Audit (IQPA)$11,000
Total administrative$68,113
The Oliver Technologies, Inc. 401(k) match · 2025
Employer contribution per active participant$3,162
Median for plans this size$2,666
2025$3,162 per active participant
2024$3,173 per active participant
2023$2,639 per active participant

Oliver Technologies, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$57,113
ATA PC · Accounting / audit$11,000

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

Recordkeeper by year3
2025Transamerica
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$68,113 · 0.59%
2024$61,637 · 0.66%
2023$53,134 · 0.71%
2022$46,338 · 0.64%
Same employer
Similar plansManufacturing · Tennessee
Moody Dunbar, Inc. TN$13.6M · 0.71%
Pattison Sign Group, Inc. TN$13.2M · 0.75%
Nkc of America Inc TN$12.9M · 0.09%
Brown Stove Works, Inc. TN$12.5M · 0.01%
Intersign Corporation TN$12.5M · 0.38%
Jeffrey Chain, L.P. TN$12.2M · 0.06%
Aesseal Inc. TN$12.1M · 0.51%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 200223480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.