J.D. Ott Co., Inc. Retirement Plan And Trust
Sponsored by J.D. Ott Co., Inc · EIN 910818001 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 96
- With balances
- 137
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 |
|---|---|---|
| Sloy, Dahl & Holst, Llc CRD 110102 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sloy, Dahl & Holst, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $35,579 |
| Nwps | Recordkeeping, Account maintenance fees, Consulting (pension) | $2,712 |