OTR Capital DBA OTR Solutions 401(k) Plan

The OTR Capital DBA OTR Solutions 401(k) on its latest Form 5500

OTR Capital DBA OTR Solutions (EIN 45-2395903) reports OTR SOLUTIONS 401(K) PLAN on its most recent Form 5500, with $11.7M in plan assets across 265 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 OTR Capital DBA OTR Solutions filing — schedules, fees, and providers.

Who runs the OTR Capital DBA OTR Solutions 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your OTR Capital DBA OTR Solutions 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RAYMOND JAMES & ASSOCIATES.

How to check your OTR Capital DBA OTR Solutions 401(k)

• Log in to Vanguard’s participant portal (the site on your statements).
• Ask OTR Capital DBA OTR Solutions 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).