Original filing (PDF)20250904113131NAL0016078593001

OFS BRANDS HOLDINGS, INC.

Name: OFS BRANDS HOLDINGS, INC. — OFS BRANDS EMPLOYEE SAVINGS PLAN & TRUST, Form 5500 (2024)
Creator: OFS BRANDS HOLDINGS, INC.

Form 5500

FILING_RECEIVED

OFS BRANDS EMPLOYEE SAVINGS PLAN & TRUST

401(k) retirement plan

Active participants

1,641

Accounts w/ balance

1,733

Plan assets (EOY)

$97.3M

Net assets (EOY)

$97.3M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OFS BRANDS HOLDINGS, INC..

Plan sponsor

Name

OFS BRANDS HOLDINGS, INC.

EIN

35-0279408

Address

PO BOX 100 · HUNTINGBURG, IN · 475420000

Phone

(866) 637-9328

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$182K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDWARD D JONES & CO LP	—	ST LOUIS, MO	INVESTMENT ADVISOR	$107K	—

Accountant / Auditor

Name	EIN	Location	Relation

Investments

2 pooled funds· $200K(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
SSGA RUSSELL SC GROWTH INDEX NL CLA STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 221	Common Collective Trust	$101K	0.1%
SSGA RUSSELL SC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 223	Common Collective Trust	$99K	0.1%

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