Ottenweller Company, Incorporated 401(k) Profit Sharing Plan
Sponsored by Ottenweller Company, Inc. · EIN 350904506 · Plan #002
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 202
- With balances
- 207
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $24,698 |
| Cambridge Investment Research | Investment advisory (plan) | $24,170 |