Plan Ledger DOL Form 5500 · updated monthly

Ottenweller Company, Inc.401(k)

OTTENWELLER COMPANY, INCORPORATED 401(K) PROFIT SHARING PLAN · FORT WAYNE, IN · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Ottenweller Company, Inc. reported $48,868 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $501 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 2 years on file its reported administrative ratio rose from 0.37% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Indiana (867th of 1,562), and 8,474th of 13,661 in manufacturing. In 2024, employees put in $5.24 for every $1.00 the employer contributed; active participation has grown from 138 to 202 since 2022.

Plan summary
Net assets, end of year$10,744,855
Participants with balances207
Active participants202
Employer contributions$101,280
Employee contributions$530,329
Employer contribution per active participant$501
Average account balance$51,908
Benefits paid to participants$858,264
Plan auditUnmodified (clean) audit opinion
AuditorBADEN, GAGE & SCHROEDER
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 207 accts · $101K emplr
2023$9.3M · 192 accts · $103K emplr
2022$8.3M · 178 accts · $89K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,698
Investment management$24,170
Total administrative$48,868
The Ottenweller Company, Inc. 401(k) match · 2024
Employer contribution per active participant$501
Median for plans this size$2,416
2024$501 per active participant
2023$676 per active participant
2022$646 per active participant

Ottenweller Company, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CAMBRIDGE INVESTMENT RESEARCH · Investment advisory (plan)$24,170

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$48,868 · 0.49%
2023$41,614 · 0.47%
2022$35,091 · 0.37%
Same employer
Similar plansManufacturing · Indiana
Green Leaf, Inc. IN$11.0M · 0.39%
Ogre Holdings, LLC IN$10.9M · 0.48%
Deflecto, LLC IN$10.8M · 0.48%
Pdq Workholding, LLC IN$10.8M · 0.15%
Thomas & Skinner, Inc. IN$10.7M · 0.25%
Gunite Corporation IN$10.7M · 0.47%
Aurora Casket Company, LLC IN$10.4M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 350904506 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.