How big is OTIS Library's plan?

OTIS Library's plan reported $1.3M in assets and 29 participants for 2024.

Original filing (PDF)20250904123512NAL0033807586001

OTIS Library

Name: OTIS Library — OTIS Library 401(k) Plan, Form 5500 (2024)
Creator: OTIS Library
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OTIS Library 401(k) Plan

401(k) retirement plan · OTIS Library's OTIS Library 401(k) Plan held $1.3M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Cathleen Special signed OTIS Library's 2024 Form 5500 as plan administrator.

Cathleen Special — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

OTIS Library's EIN is 06-0669124.

EIN 06-0669124

Plan number 002

Plan year 2024

ACK ID 20250904123512NAL0033807586001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for OTIS Library from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

OTIS Library's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OTIS LIBRARY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OTIS LIBRARY

EIN

all filings

Address

261 MAIN STREET · NORWICH, CT · 06360

Phone

(860) 889-2365

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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