AUMdb

Ota Insight 401(k) Plan

Sponsored by Ota Insight, Inc. · EIN 300948108 · Plan #001

Total assets
$5.6M
Net assets
$5.6M
Active participants
149
With balances
192

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.