OTB ACQUISITION LLC 401(k) Plan
What public Form 5500 filings show about the OTB ACQUISITION LLC 401(k) plan — and how to find and check your own account.
The OTB ACQUISITION LLC 401(k) on its latest Form 5500
OTB ACQUISITION LLC (EIN 27-2118500) reports ON THE BORDER 401(K) SAVINGS PLAN on its most recent Form 5500, with $13.2M in plan assets across 2,983 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full OTB ACQUISITION LLC filing — schedules, fees, and providers.
Who runs the OTB ACQUISITION LLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your OTB ACQUISITION LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ECONOMIC GROUP PENSION SERVICES, MERRILL LYNCH PIERCE FENNER & SMI.
How to check your OTB ACQUISITION LLC 401(k)
- Log in to Lincoln Financial’s participant portal (the site on your statements).
- Ask OTB ACQUISITION LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).