Marcy Carlin signed OTC Brands, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OTC Brands, Inc.'s EIN is 27-4791180.
Download the official 2024 Form 5500 (PDF) for OTC Brands, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OTC Brands, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $18.5M | 18.6% | |
| PRIN LIFETIME 2040 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $13.9M | 14.0% | |
| PRIN LIFETIME 2030 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $13.6M | 13.6% | |
| PRIN LARGECAP GROWTH I SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $9.1M | 9.2% | |
| PRIN LIFETIME 2050 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $8.5M | 8.5% | |
| PRIN SMCAP S&P 600 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $4.6M | 4.6% | |
| Principal Diversified International Separate Account " | Pooled Separate Accounts | — | — | $3.6M | 3.7% | |
| PRIN DIV INTL SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $3.6M | 3.7% | |
| PRIN MIDCAP S&P 400 IDX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $3.5M | 3.6% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $2.9M | 2.9% | |
| PRIN CORE PLUS BOND SEP ACT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $2.9M | 2.9% | |
| PRIN LIFETIME 2020 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $2.7M | 2.7% | |
| PRIN SMALLCAP VALUE II SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $2.2M | 2.2% | |
| PRINCIPAL MID-CAP EQ FD TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 45-5114041 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.1% | |
| PRIN LIFETIME 2060 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.8M | 1.8% | |
| PRIN U.S. PROPERTY SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $1.6M | 1.6% | |
| PRIN MIDCAP VALUE I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.4M | 1.5% | |
| PRIN EQUITY INCOME SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.4M | 1.4% | |
| Guaranteed Interest Account - 12/31/2025 " | Other securities | — | — | $887K | 0.9% | |
| Participant Loans (5.25% - 10.50%) - | Bonds / Notes | — | — | $826K | 0.8% | |
| Principal Government & HQ Bond Separate Account " | Pooled Separate Accounts | — | — | $642K | 0.6% | |
| PRIN GOVT&HQBND SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $642K | 0.6% | |
| Principal LifeTime Strategic Income Separate Account " | Pooled Separate Accounts | — | — | $565K | 0.6% | |
| PRIN LIFETIME STRAT INC SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $565K | 0.6% | |
| Guaranteed Interest Account - 12/31/2024 Guaranteed interest account | Other securities | — | — | $523K | 0.5% | |
| Carillon Eagle Small Cap Growth R5 Fund Mutual fund | Other securities | — | — | $470K | 0.5% | |
| Guaranteed Interest Account - 12/31/2026 " | Other securities | — | — | $444K | 0.4% | |
| Principal Finance Group Inc. Stock Separate Account " | Pooled Separate Accounts | — | — | $289K | 0.3% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $289K | 0.3% | |
| Guaranteed Interest Account - 12/31/2028 " | Other securities | — | — | $287K | 0.3% | |
| Guaranteed Interest Account - 12/31/2027 " | Other securities | — | — | $278K | 0.3% | |
| Principal LifeTime 2070 Separate Account " | Pooled Separate Accounts | — | — | $22K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $22K | <0.1% | |
| (E) | Other securities | — | — | $22K | <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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
