Otis Retirement Savings Plan
Sponsored by Otis Worldwide Corporation · EIN 833789412 · Plan #001
- Total assets
- $476M
- Net assets
- $475M
- Active participants
- 4,149
- With balances
- 4,776
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 |
|---|---|---|
| Alliancebernstein L.P. CRD 108477 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan | $257,504 |
| State Street Bank And Trust Co | Trustee (directed), Investment management, Other services | $138,995 |
| State Street Global Advisors | Custodial (other), Custodial (securities), Investment management fees (direct) | $131,472 |
| Alliancebernstein L.P. | Insurance services, Investment management, Other services | $85,579 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $36,000 |
| Aon | Consulting (general), Direct payment from the plan | $15,500 |
| Pershing Llc | Shareholder servicing fees, Finders' fees/placement fees, Securities brokerage commissions | $0 |