Otr Solutions 401(k) Plan
Sponsored by Otr Capital Dba Otr Solutions · EIN 452395903 · Plan #001
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 265
- With balances
- 317
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $24,459 |
| Raymond James & Associates | Investment advisory (plan), Direct payment from the plan | $20,254 |