AUMdb

Otter Tail Corporation Pension Plan

Sponsored by Otter Tail Corporation · EIN 270383995 · Plan #006

Total assets
$329M
Net assets
$329M
Active participants
280
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Sei Investments Management Corp CRD 105146 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Sei Investments Company Investment management, Investment management fees (direct), Trustee (directed) $343,124
Mercer Actuarial, Recordkeeping fees $294,482