Back to filter
Original filing (PDF)20250731145021NAL0008708944001
OFS FITEL, LLC
Form 5500
FILING_RECEIVED
OFS REPRESENTED 401K PLAN
401(k) retirement plan
Active participants
287
Accounts w/ balance
452
Plan assets (EOY)
$27.0M
Net assets (EOY)
$27.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
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)
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 | $23K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC | 33-0905143 | — | INVESTMENT ADVISOR | $13K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARRENAVERETT, LLC | 45-4084437 | — | ACCOUNTANT/AUDITOR | $24K | — |
Investments
31 direct securities · 1 pooled fund· $27.9M(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
$27.0M
31 holdings
Common Collective Trust
$918K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments | — | — | — | $4.7M | 17.5% | |
| Fidelity Investments | — | — | — | $2.2M | 8.2% | |
| Fidelity Investments | — | — | — | $1.7M | 6.2% | |
| Fidelity Investments | — | — | — | $1.5M | 5.5% | |
| Fidelity Investments | — | — | — | $1.4M | 5.3% | |
| Fidelity Investments | — | — | — | $1.4M | 5.1% | |
| Fidelity Investments | — | — | — | $1.3M | 4.8% | |
| Fidelity Investments | — | — | — | $1.2M | 4.3% | |
| Fidelity Investments | — | — | — | $1.2M | 4.3% | |
| T Rowe Price | — | — | — | $1.1M | 4.2% | |
| Fidelity Investments | — | — | — | $933K | 3.5% | |
| Participant loans with varying maturities and interest rates between 4.25% and 9.5% participant loans | — | — | $0 | $925K | 3.4% | |
| Fidelity Investments | — | — | — | $918K | 3.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $918K | 3.4% | |
| Putnam | — | — | — | $910K | 3.4% | |
| Fidelity Investments | — | — | — | $830K | 3.1% | |
| Fidelity Investments | — | — | — | $743K | 2.7% | |
| Fidelity Investments | — | — | — | $721K | 2.7% | |
| Vanguard | — | — | — | $613K | 2.3% | |
| Fidelity Investments | — | — | — | $508K | 1.9% | |
| Fidelity Investments | — | — | — | $470K | 1.7% | |
| Fidelity Investments | — | — | — | $370K | 1.4% | |
| Dodge & Cox | — | — | — | $360K | 1.3% | |
| MetWest | — | — | — | $288K | 1.1% | |
| Fidelity Investments | — | — | — | $188K | 0.7% | |
| Fidelity Investments | — | — | — | $186K | 0.7% | |
| Fidelity Investments | — | — | — | $124K | 0.5% | |
| Fidelity Investments | — | — | — | $76K | 0.3% | |
| Fidelity Investments | — | — | — | $71K | 0.3% | |
| Fidelity Investments | — | — | — | $67K | 0.2% | |
| Fidelity Investments | — | — | — | $32K | 0.1% | |
| Fidelity Investments | — | — | — | $2K | <0.1% |
Related plans
Other plans using WARRENAVERETT, LLC
Similar-size Manufacturing plans
GENERAL DYNAMICS CORPORATION
SC3 401(K) RETIREMENT SAVINGS PLAN
$27.5M · 28 participants
YUNEX LLC
YUNEX LLC SAVINGS PLAN
$27.8M · 234 participants
WINEGARD COMPANY
WINEGARD COMPANY PROFIT SHARING & 401(K) PLAN
$26.1M · 206 participants
ULTRATEC, INC.
ULTRATEC, INC. 401(K) PLAN
$28.0M · 720 participants
THINKOM SOLUTIONS, INC.
THINKOM RETIREMENT SAVINGS PLAN
$28.1M · 158 participants
PRC-SALTILLO
PRENTKE ROMICH COMPANY DBA PRC-SALTILLO DEFERRED COMPENSATION PLAN
$28.7M · 298 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants