Otac 401(k) Plan
Sponsored by Otac No. 4, Inc. · EIN 521881485 · Plan #001
- Total assets
- $2.5M
- Net assets
- $2.5M
- Active participants
- 169
- With balances
- 102
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).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $14,071 |
| Resources Investment Advisors, Inc. | Recordkeeping, Consulting (pension), Direct payment from the plan | $9,755 |
| Ascensus | Recordkeeping, Consulting (pension), Direct payment from the plan | $6,258 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |