How big is Otness Management Co.'s plan?

Otness Management Co.'s plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20251006100028NAL0001771763001

Otness Management Co.

Name: Otness Management Co. — Otness Management Co. Money, Form 5500 (2024)
Creator: Otness Management Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Otness Management Co. Money Purchase Plan

Defined-contribution retirement plan · Otness Management Co.'s Otness Management Co. Money Purchase Plan held $1.4M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Otness Management Co.'s EIN is 41-1253502.

EIN 41-1253502

Plan number 002

Plan year 2024

ACK ID 20251006100028NAL0001771763001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Otness Management Co.'s plan includes money-purchase contributions, a self-directed brokerage window.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

OTNESS MANAGEMENT CO.

EIN

all filings

Address

7242 METRO BOULEVARD · SUITE 100 · EDINA, MN · 554392125

Phone

(952) 927-0612

Industry

Real Estate

Plan administrator