What public Form 5500 filings show about the OTC Global Holdings, LP 401(k) plan — and how to find and check your own account.
OTC Global Holdings, LP (EIN 20-8675090) reports OTC GLOBAL HOLDINGS LP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $25.7M in plan assets across 226 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 OTC Global Holdings, LP filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your OTC Global Holdings, LP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WEAVER AND TIDWELL LLP, UBS FINANCIAL SERVICES - 7123400174.
