Original filing (PDF)20230628103706NAL0008275104001

OTIS MINNESOTA SERVICES, LLC

Name: OTIS MINNESOTA SERVICES, LLC — OTIS EASTERN SERVICE, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: OTIS MINNESOTA SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

OTIS EASTERN SERVICE, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OTIS MINNESOTA SERVICES, LLC.

Plan sponsor

Name

OTIS MINNESOTA SERVICES, LLC

EIN

16-0725868

Address

2971 STATE ROUTE 417 · P.O. BOX 330 · WELLSVILLE, NY · 14895

Phone

(585) 593-4760

Industry

Mining, Quarrying, Oil & Gassee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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