Employers › Overhead Door › plan 022
Recordkeeping fees per participant · Overhead Door Corporation Retirement Savings Plan · plan year 2024
$66.32
Higher than 73% of the 1,697 plans $250M to 1B that report it.
= $262,082 / 3,952
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014164731NAL0003322433001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014164731NAL0003322433001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$82.28
Higher than 64% of the 2,324 plans $250M to 1B that report it.
= $325,173 / 3,952
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014164731NAL0003322433001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014164731NAL0003322433001, received 2025-10-14
Administrative expenses per participant
$110.53
Higher than 65% of the 2,405 plans $250M to 1B that report it.
= $436,819 / 3,952
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014164731NAL0003322433001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014164731NAL0003322433001, received 2025-10-14
Administrative expenses as a share of assets
0.149%
Higher than 84% of the 2,407 plans $250M to 1B that report it.
= $436,819 / $293,444,250
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014164731NAL0003322433001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014164731NAL0003322433001, received 2025-10-14
Employer contributions per participant
$2,607
Higher than 40% of the 2,457 plans $250M to 1B that report it.
= $10,302,029 / 3,952
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014164731NAL0003322433001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014164731NAL0003322433001, received 2025-10-14
Employer share of total contributions
37.0%
Higher than 68% of the 2,459 plans $250M to 1B that report it.
= $10,302,029 / $27,862,596
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014164731NAL0003322433001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014164731NAL0003322433001, received 2025-10-14
2A age/service-weighted · 2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014164731NAL0003322433001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | OVERHEAD DOOR CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Plan name | OVERHEAD DOOR CORPORATION RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Sponsor EIN / plan number | 35-0564120 / 022 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Sponsor location | LEWISVILLE, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Industry (business code) | 332900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Participants, beginning of year | 4,157 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Active participants | 3,286 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Participants, end of year | 4,105 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Participants with an account balance | 3,952 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Total assets, beginning of year | $258,003,836 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Total assets, end of year | $293,444,250 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Net assets, end of year | $293,444,250 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Total income | $62,410,129 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Net income | $33,755,663 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Employer contributions | $10,302,029 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Participant contributions | $14,200,655 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $3,359,912 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Total contributions | $27,862,596 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Benefit payments | $28,122,795 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $28,654,466 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Total administrative expenses | $436,819 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Recordkeeping fees | $262,082 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| IQPA audit fees | $53,438 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Investment advisory and management fees | $111,646 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Administrative expenses excluding investment management | $325,173 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Held in mutual funds | $241,991,990 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014164731NAL0003322433001, received 2025-10-14 |
| Independent auditor | CLIFTONLARSONALLEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014164731NAL0003322433001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014164731NAL0003322433001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANYrecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $272,529 | yes |
| FIDUCIENT ADVISORS LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $111,646 | no |
| GRANT THORNTON LLP | AUDITOR | 10 Accounting (including auditing) | $32,778 | no |
| CLIFTONLARSONALLEN LLP | AUDITOR | 10 Accounting (including auditing) | $20,660 | no |
| FOLEY & LARDNER LLP | ATTORNEY | 29 Legal | $9,652 | no |
| EMPOWER FINANCIAL SERVICES, INC. | NONE | 59 Shareholder servicing fees; 63 Distribution (12b-1) fees; 72 Other investment fees and expenses | $80 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014164731NAL0003322433001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $258,003,836 | $293,444,250 | 13.7% |
| Participants with a balance | 4,009 | 3,952 | -1.4% |
| Administrative expenses | $369,773 | $436,819 | 18.1% |
| Recordkeeping fees per participant | not reported | $66.32 | |
| Employer contributions | $10,662,312 | $10,302,029 | -3.4% |
Prior filing 20241015071236NAL0028910673001, received 2024-10-15; the plan years are contiguous.