Paul Knutson signed Otter TAIL Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Otter TAIL Corporation's EIN is 27-0383995.
Download the official 2024 Form 5500 (PDF) for Otter TAIL Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Otter TAIL Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $300K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | INVESTMENT ADVISORY | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LEGAL & GENERAL S&P 500 DC A RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 005 | Common Collective Trust | — | — | $57.2M | 13.9% | |
| JP Morgan Large Cap Growth - R6 Mutual Fund N/A | Other securities | — | — | $45.3M | 11.0% | |
| Fidelity Mid Cap Index Mutual Fund N/A | Mutual Funds | — | — | $42.1M | 10.2% | |
| SSGA TARGET RET 2040 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 403 | Common Collective Trust | — | — | $34.5M | 8.4% | |
| SSGA TARGET RET 2030 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 401 | Common Collective Trust | — | — | $31.1M | 7.6% | |
| SSGA TARGET RET 2050 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 405 | Common Collective Trust | — | — | $30.7M | 7.5% | |
| Oakmark Fund Mutual Fund N/A | Other securities | — | — | $18.0M | 4.4% | |
| SSGA TARGET RET 2045 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 404 | Common Collective Trust | — | — | $15.9M | 3.9% | |
| INVESCO STABLE VALUE TR CLS B1 INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $15.6M | 3.8% | |
| SSGA TARGET RET 2055 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 406 | Common Collective Trust | — | — | $14.4M | 3.5% | |
| Victory Capital Management Integrity Small/Mid Cap Collective Fund Class C | Common Collective Trusts | — | — | $11.5M | 2.8% | |
| VICTOR INTEG S/M CAP COLL CL C GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 007 | Common Collective Trust | — | — | $11.5M | 2.8% | |
| JP Morgan Small Cap Growth - R6 Mutual Fund N/A | Other securities | — | — | $10.9M | 2.6% | |
| SSGA TARGET RET 2035 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 402 | Common Collective Trust | — | — | $10.4M | 2.5% | |
| SSGA TARGET RET 2060 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 421 | Common Collective Trust | — | — | $9.4M | 2.3% | |
| SSGA TARGET RET 2025 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 400 | Common Collective Trust | — | — | $9.2M | 2.2% | |
| Dodge & Cox International Stock Fund Mutual Fund N/A | Mutual Funds | — | — | $8.4M | 2.0% | |
| PRUDENTIAL CORE PL BD FD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $8.4M | 2.0% | |
| SSGA TARGET RET 2020 NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 399 | Common Collective Trust | — | — | $7.9M | 1.9% | |
| Notes receivable from participants Maturing 2025 - 2038 at interest rates of 3.25-8.50% - | Bonds / Notes | — | — | $6.6M | 1.6% | |
| Fidelity US Bond Index Mutual Fund N/A | Mutual Funds | — | — | $6.4M | 1.6% | |
| LGL & GEN MSCI ACWI EX US DC A RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 010 | Common Collective Trust | — | — | $4.6M | 1.1% | |
| Reliance Trust Company & Legal & General MSCI Common Collective N/A | Common Collective Trusts | — | — | $4.6M | 1.1% | |
| Fidelity Small Cap Index Mutual Fund N/A | Mutual Funds | — | — | $3.5M | 0.8% | |
| Vanguard International Growth Fund Mutual Fund N/A | Mutual Funds | — | — | $2.9M | 0.7% | |
| SSGA TARGET RET 2065 NL K FUND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 047 | Common Collective Trust | — | — | $2.4M | 0.6% | |
| SSGA TARGET RET INCOME NL K FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 407 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| Pimco All Assets F Cl - I Mutual Fund N/A | Mutual Funds | — | — | $1.7M | 0.4% | |
| MDU Resources, Inc. Stock Common Stock N/A | Common Stocks | — | — | $130K | <0.1% | |
| Everus Construction Group Inc. Stock Common Stock N/A | Common Stocks | — | — | $118K | <0.1% | |
| Knife River Corporation Common Stock Common Stock N/A | Common Stocks | — | — | $26K | <0.1% | |
| (E) | Other securities | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY LLP | 27-0383995 | — | ACCOUNTANT | $18K | — |
