How big is Otherwise Incorporated's plan?

Otherwise Incorporated's plan reported $2.0M in assets and 2 participants for 2024.

Original filing (PDF)20250620133639NAL0003942833001

Otherwise Incorporated

Name: Otherwise Incorporated — Otherwise Incorporated, Form 5500 (2024)
Creator: Otherwise Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Otherwise Incorporated 401(k) Plan

401(k) retirement plan · Otherwise Incorporated's Otherwise Incorporated 401(k) Plan held $2.0M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

David FREJ signed Otherwise Incorporated's 2024 Form 5500 as plan administrator.

David FREJ — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Otherwise Incorporated's EIN is 36-4113028.

EIN 36-4113028

Plan number 002

Plan year 2024

ACK ID 20250620133639NAL0003942833001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Otherwise Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Otherwise Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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