· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LITTLE OTTER SWIM SCHOOL LLC — LITTLE OTTER SWIM SCHOOL LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250924120330NAL0010552290001
LITTLE OTTER SWIM SCHOOL LLC
Form 5500-SF
FILING_RECEIVED
LITTLE OTTER SWIM SCHOOL LLC 401(K) PLAN
401(k) retirement plan
Active participants
53
Accounts w/ balance
7
Plan assets (EOY)
$431K
Net assets (EOY)
$431K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LITTLE OTTER SWIM SCHOOL LLC
.
Find decision makers
Plan sponsor
Name
LITTLE OTTER SWIM SCHOOL LLC
EIN
27-0057953
Address
8200 TOWER POINT DRIVE · CHARLOTTE, NC · 28227
Phone
(704) 846-7946
Industry
Arts, Entertainment, Recreation
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Arts, Entertainment, Recreation plans
FIT BODY BOOT CAMP
FBBC RETIREMENT PLAN
$431K · 15 participants
WHITE EAGLE GOLF CLUB, INC.
WHITE EAGLE GOLF CLUB, INC. 401(K) PROFIT SHARING PLAN
$430K · 28 participants
FARGO TS, LLC DBA SUITE SHOTS
SUITE SHOTS 401(K) PLAN
$430K · 95 participants
COCHECHO COUNTRY CLUB
COCHECHO COUNTRY CLUB 401(K) PROFIT SHARING PLAN & TRUST
$430K · 15 participants
INTERNATIONAL GYMNASTICS SCHOOL-CAMP INC.
INTERNATIONAL GYMNASTICS SCHOOL-CAMP INC. 401(K) PLAN
65
Knocking points off
Only 13% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$433K · 32 participants
LOUDOUN GOLF AND COUNTRY CLUB
LOUDOUN GOLF AND COUNTRY CLUB 401(K) PLAN
$433K · 41 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
