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Original filing (PDF)20250911155516NAL0000319235001
OTR WHEEL ENGINEERING, INC.
Form 5500
FILING_RECEIVED
OTR WHEEL ENGINEERING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
481
Accounts w/ balance
396
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
7 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 61% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OTR WHEEL ENGINEERING, INC..
Plan sponsor
Name
OTR WHEEL ENGINEERING, INC.
EIN
58-1862442
Address
195 CHATILLON ROAD, STE 4 · ROME, GA · 30161
Phone
(706) 235-9781
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
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FRAZIER AND DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $30K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $7K | — |
Investments
22 direct securities · 7 pooled funds· $19.0M(100% 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.
Uncategorized
$17.2M
22 holdings
Common Collective Trust
$1.7M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Realpath Blend 2040 Institutional Mutual Funds | — | — | — | $3.0M | 15.7% | |
| PIMCO Realpath Blend 2035 Institutional Mutual Funds | — | — | — | $2.3M | 12.2% | |
| PIMCO Realpath Blend 2030 Institutional Mutual Funds | — | — | — | $1.9M | 10.1% | |
| Fidelity 500 Index Mutual Funds | — | — | — | $1.8M | 9.4% | |
| PIMCO Realpath Blend 2045 Institutional Mutual Funds | — | — | — | $1.6M | 8.4% | |
| PIMCO Realpath Blend 2050 Institutional Mutual Funds | — | — | — | $1.4M | 7.1% | |
| PIMCO Realpath Blend 2025 Institutional Mutual Funds | — | — | — | $1.2M | 6.2% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $955K | 5.0% | |
| PIMCO Realpath Blend Income Instl Mutual Funds | — | — | — | $952K | 5.0% | |
| PIMCO Realpath Blend 2060 Institutional Mutual Funds | — | — | — | $564K | 3.0% | |
| PIMCO Realpath Blend 2055 Institutional Mutual Funds | — | — | — | $486K | 2.6% | |
| EI Fixed Account - Series Class I Fixed Annuity Investment Contract | — | — | — | $442K | 2.3% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | — | $323K | 1.7% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $317K | 1.7% | |
| T. Rowe Price Blue Chip Growth I Mutual Funds | — | — | — | $294K | 1.5% | |
| Participant Loans Various maturities with interest rates of 3.25% to 10.50% | — | — | — | $276K | 1.5% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $250K | 1.3% | |
| JPMorgan Small Cap Growth R6 Mutual Funds | — | — | — | $232K | 1.2% | |
| Blackrock Mid-Cap Growth Equity K Mutual Funds | — | — | — | $198K | 1.0% | |
| Fidelity Small Cap Index Mutual Funds | — | — | — | $161K | 0.8% | |
| MFS INTL Diversification R6 Mutual Funds | — | — | — | $122K | 0.6% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $118K | 0.6% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $101K | 0.5% | |
| PGIM Total Return Bond R6 Mutual Funds | — | — | — | $26K | 0.1% | |
| MFS Mid Cap Value R6 Mutual Funds | — | — | — | $19K | 0.1% | |
| JPMorgan Equity Income R6 Mutual Funds | — | — | — | $17K | <0.1% | |
| Janus Henderson Small Cap Value N Mutual Funds | — | — | — | $2K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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