Original filing (PDF)20251012132716NAL0000834960001

OTM, LLC

Name: OTM, LLC — ASSOCIATIONS OF TEXAS MEP, Form 5500 (2024)
Creator: OTM, LLC

Form 5500-SF

FILING_RECEIVED

ASSOCIATIONS OF TEXAS MEP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$710K

Net assets (EOY)

$710K

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.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

OTM, LLC

EIN

20-5038794all filings

Address

134 VINTAGE PARK BLVD, A107 · HOUSTON, TX · 77070

Phone

(281) 444-4777

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