Mike Tibolet signed OTB Acquisition LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OTB Acquisition LLC's EIN is 27-2118500.
Download the official 2024 Form 5500 (PDF) for OTB Acquisition LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OTB Acquisition LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | — | FRANKLIN SQUARE, NY | TPA | $38K | — |
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.
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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMI | — | CHARLOTTE, NC | SERVICE PROVIDER | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $12.9M | 97.4% | |
| s * Lincoln National Life Insurance VG Target Retirement 2030 Inv N/R | Pooled Separate Accounts | — | — | $2.4M | 18.2% | |
| Company SABD * Lincoln National Life Insurance VG Target Retirement 2040 Inv N/R | Common Stocks | — | — | $2.3M | 17.4% | |
| Company SABF * Lincoln National Life Insurance VG Target Retirement 2045 Inv N/R | Common Stocks | — | — | $2.0M | 15.1% | |
| Company SABG * Lincoln National Life Insurance VG Target Retirement 2035 Inv N/R | Common Stocks | — | — | $1.9M | 14.7% | |
| Company SABE * Lincoln National Life Insurance VG Target Retirement 2050 Inv N/R | Common Stocks | — | — | $1.6M | 12.2% | |
| Company SABK * Lincoln National Life Insurance VG Target Retirement 2025 Inv N/R | Common Stocks | — | — | $873K | 6.6% | |
| Company SABH * Lincoln National Life Insurance VG Target Retirement 2055 Inv N/R | Common Stocks | — | — | $716K | 5.4% | |
| Company SABC * Lincoln National Life Insurance VG Target Retirement 2060 Inv N/R | Common Stocks | — | — | $320K | 2.4% | |
| Company Participant Loans * Participant Loans Interest rates: 8.75% - 9.50% $0 | Bonds / Notes | — | — | $290K | 2.2% | |
| Company SABL * Lincoln National Life Insurance Vanguard 500 Index SACG N/R | Common Collective Trusts | — | — | $131K | 1.0% | |
| Company * Lincoln National Life Insurance JPMorgan Large Cap Growth SA8L N/R | Common Stocks | — | — | $119K | 0.9% | |
| Company * Lincoln National Life Insurance VG Target Retirement 2020 Inv N/R | Common Stocks | — | — | $79K | 0.6% | |
| Company SABB * Lincoln National Life Insurance VG Target Retirement 2065 Inv N/R | Common Stocks | — | — | $78K | 0.6% | |
| Company SAEN * Lincoln National Life Insurance Vanguard Growth Index Adm SAE4 N/R | Mutual Funds | — | — | $63K | 0.5% | |
| Company * Lincoln National Life Insurance Vanguard Value Index Adml SAE5 N/R | Mutual Funds | — | — | $55K | 0.4% | |
| * Lincoln National Life Insurance Guaranteed Stable Value N/R | Guaranteed Income / GIC | — | — | $47K | 0.4% | |
| Company * Lincoln National Life Insurance PIMCO Inc Fund Inst N/R | Mutual Funds | — | — | $43K | 0.3% | |
| Lincoln National Life Insurance AmerFunds InvestCo Amer SA6G N/R | Other securities | — | — | $36K | 0.3% | |
| Company * Lincoln National Life Insurance JPMorgan Equity Inc SA8J N/R | Common Stocks | — | — | $27K | 0.2% | |
| Company * Lincoln National Life Insurance Invesco Intl SmMid Co SACK N/R | Mutual Funds | — | — | $23K | 0.2% | |
| Company * Lincoln National Life Insurance VG Dev Markets Idx Admrl SACH N/R | Common Collective Trusts | — | — | $16K | 0.1% | |
| Company * Lincoln National Life Insurance MFS Agg Grw Alc Fund CL R6 N/R | Mutual Funds | — | — | $11K | <0.1% | |
| Company * Lincoln National Life Insurance VG Target Ret 2070 Inv SAEN N/R | Common Stocks | — | — | $3K | <0.1% | |
| Company * Lincoln National Life Insurance Neu Berman Mid Cap Growth N/R | Common Stocks | — | — | $3K | <0.1% | |
| Company SA9R * Lincoln National Life Insurance VG Inflation Protected Sec SAAW N/R | Common Stocks | — | — | $3K | <0.1% | |
| Company * Lincoln National Life Insurance VG High Yield Corp Admrl SAAV N/R | Common Stocks | — | — | $2K | <0.1% | |
| Company * Lincoln National Life Insurance BlackRock Advantage Small Cap N/R | Common Stocks | — | — | $2K | <0.1% | |
| Company Growth SAR5 * Lincoln National Life Insurance VG Small Cap Index Admrl SAB7 N/R | Common Stocks | — | — | $2K | <0.1% | |
| Company * Lincoln National Life Insurance Delaware Small Cap Core SADW N/R | Common Stocks | — | — | $2K | <0.1% | |
| Company * Lincoln National Life Insurance VG REI Fund Admiral Shrs SAB5 N/R | Common Stocks | — | — | $1K | <0.1% | |
| Company * Lincoln National Life Insurance VG Global Equity Inv Shares SAAU N/R | Common Stocks | — | — | $1K | <0.1% |
