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Original filing (PDF)20250731145311NAL0010775794001
OFS FITEL, LLC
Form 5500
FILING_RECEIVED
OFS NON-REPRESENTED 401(K) PLAN
401(k) retirement plan
Active participants
960
Accounts w/ balance
1,205
Plan assets (EOY)
$212.9M
Net assets (EOY)
$212.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OFS FITEL, LLC.
Plan sponsor
Name
OFS FITEL, LLC
EIN
62-1864622
Address
2000 NORTHEAST EXPRESSWAY · MAIL STOP B150 · NORCROSS, GA · 30071
Phone
(770) 798-2056
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
2025-07-31
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WARREN AVERETT LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $106K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $28K | — |
| NFP RETIREMENT, INC | 33-0905143 | — | INVESTMENT ADVISOR | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARRENAVERETT, LLC | 45-4084437 | — | ACCOUNTANT/AUDITOR | $24K | — |
Investments
30 direct securities · 1 pooled fund· $217.1M(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
$207.5M
29 holdings
Mutual Funds
$5.4M
1 holding
Common Collective Trust
$4.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Bluechip | — | — | — | $38.5M | 18.1% | |
| Fidelity Investments 500 Index International | — | — | — | $23.3M | 10.9% | |
| Fidelity Investments Contrafund K6 | — | — | — | $18.4M | 8.6% | |
| Money Market Fund * Fidelity Investments Government Money Market | — | — | — | $14.6M | 6.9% | |
| Putnam Large Cap Value Fund | — | — | — | $10.9M | 5.1% | |
| T Rowe Price Div Growth Fund | — | — | — | $10.2M | 4.8% | |
| Fidelity Investments Freedom Index 2030 IPR | — | — | — | $9.9M | 4.7% | |
| Fidelity Investments Low Priced Stock | — | — | — | $9.1M | 4.3% | |
| Fidelity Investments Freedom Index 2035 IPR | — | — | — | $7.5M | 3.5% | |
| Metwest Total Return Bond Fund | — | — | — | $7.2M | 3.4% | |
| Vanguard Midcap Idx | — | — | — | $6.0M | 2.8% | |
| Fidelity Investments Freedom Index 2025 IPR | — | — | — | $5.9M | 2.8% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $5.4M | 2.5% | |
| Fidelity Investments Freedom Index 2045 IPR | — | — | — | $5.4M | 2.5% | |
| Fidelity Investments Freedom Index 2040 IPR | — | — | — | $5.1M | 2.4% | |
| Common Collected Trust Fund * Fidelity Investments Managed Income Portfolio | — | — | — | $4.2M | 2.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4.2M | 2.0% | |
| Fidelity Investments High Income | — | — | — | $4.0M | 1.9% | |
| Fidelity Investments Freedom Index 2050 IPR | — | — | — | $3.4M | 1.6% | |
| Fidelity Investments Small Cap Indx | — | — | — | $3.2M | 1.5% | |
| Fidelity Investments Freedom Index 2020 IPR | — | — | — | $3.0M | 1.4% | |
| Fidelity Investments US Bond Index | — | — | — | $2.7M | 1.3% | |
| Participant loans with varying maturities and interest rates between 4.25% Participant loans -0- | — | — | — | $2.6M | 1.2% | |
| Fidelity Investments Freedom Index 2055 IPR | — | — | — | $2.6M | 1.2% | |
| Fidelity Investments Freedom Index Inc IPR | — | — | — | $2.5M | 1.2% | |
| Fidelity Investments Puritan | — | — | — | $2.1M | 1.0% | |
| Fidelity Investments Intl Index | — | — | — | $1.7M | 0.8% | |
| Fidelity Investments Freedom Index 2060 IPR | — | — | — | $1.6M | 0.7% | |
| Fidelity Investments Freedom Index 2015 IPR | — | — | — | $954K | 0.4% | |
| Fidelity Investments Freedom Index 2010 IPR | — | — | — | $840K | 0.4% | |
| Fidelity Investments Freedom Index 2065 IPR | — | — | — | $298K | 0.1% |
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