Otak Inc. 401 K Employee Savings Plan
Sponsored by Otak Inc. · EIN 930788869 · Plan #001
- Total assets
- $45.0M
- Net assets
- $44.9M
- Active participants
- 323
- With balances
- 473
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aldrich Wealth, Limited Partnership CRD 147200 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aldrich Wealth Limited Partnership | Investment advisory (plan) | $81,646 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $78,440 |