Plan Ledger DOL Form 5500 · updated monthly

Otr Wheel Engineering, Inc.401(k)

OTR WHEEL ENGINEERING, INC. 401(K) PLAN · ROME, GA · plan year 2025

Reported admin expense ratio · 2025
0.47%

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

Otr Wheel Engineering, Inc. reported $91,585 in plan administrative expenses for 2025: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,868 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 0.53% to 0.47%. 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 the 877th-largest of 2,160 plans among Georgia employers on file, and the 5,983rd of 13,661 in manufacturing. In 2025, employees put in $1.75 for every $1.00 the employer contributed; active participation has shrunk from 502 to 449 since 2022.

Plan summary
Net assets, end of year$19,700,632
Participants with balances360
Active participants449
Employer contributions$838,560
Employee contributions$1,465,275
Employer contribution per active participant$1,868
Average account balance$54,724
Benefits paid to participants$4,444,036
Plan auditUnmodified (clean) audit opinion
AuditorFRAZIER AND DEETER, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$19.7M · 360 accts · $839K emplr
2024$19.0M · 396 accts · $837K emplr
2023$18.2M · 435 accts · $791K emplr
2022$14.5M · 376 accts · $752K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$52,303
Investment management$39,282
Total administrative$91,585
The Otr Wheel Engineering, Inc. 401(k) match · 2025
Employer contribution per active participant$1,868
Median for plans this size$2,666
2025$1,868 per active participant
2024$1,739 per active participant
2023$1,632 per active participant
2022$1,499 per active participant

Otr Wheel Engineering, Inc.'s 2025 employer contribution ran below 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 · 20253
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$30,000
RESOURCES INVESTMENT ADVISORS, LLC · Investment management$9,282

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$91,585 · 0.47%
2024$91,662 · 0.49%
2023$78,631 · 0.48%
2022$69,071 · 0.53%
Same employer
Similar plansManufacturing · Georgia
Verescence GA$20.3M · 0.29%
Theragenics Corporation GA$20.1M · 0.48%
Jindal Films Americas LLC GA$20.0M · 0.28%
Dulany Industries, Inc. GA$19.8M · 0.40%
Union Agener, Inc. GA$19.3M · 0.37%
Wise Business Forms GA$18.8M · 0.04%
Arylessence, Inc. GA$18.8M · 0.41%
Kliklok Corporation GA$18.7M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581862442 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.