How big is OTIS Atwell LLC's plan?

OTIS Atwell LLC's plan reported $12.9M in assets and 35 participants for 2024.

Original filing (PDF)20250609124523NAL0012298339001

OTIS Atwell LLC

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

Form 5500-SF

FILING_RECEIVED

OTIS Atwell LLC 401(k) Profit Sharing Plan

401(k) retirement plan · OTIS Atwell LLC's OTIS Atwell LLC 401(k) Profit Sharing Plan held $12.9M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.9M

Net assets (EOY)

$12.9M

People on this filing

GREG Geisser signed OTIS Atwell LLC's 2024 Form 5500 as plan administrator.

GREG Geisser — 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 Atwell LLC's EIN is 20-3690847.

EIN 20-3690847

Plan number 001

Plan year 2024

ACK ID 20250609124523NAL0012298339001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

OTIS Atwell LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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