How big is Otwell's Trucking LLC's plan?

Otwell's Trucking LLC's plan reported $136K in assets and 13 participants for 2023.

Original filing (PDF)20240827090704NAL0010697393001

Otwell's Trucking LLC

Name: Otwell's Trucking LLC — Form 5500 (2023)
Creator: Otwell's Trucking LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Otwell's Trucking LLC held $136K in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$136K

Net assets (EOY)

$136K

Plan identifiers

Otwell's Trucking LLC's EIN is 80-0977139.

EIN 80-0977139

Plan number 087

Plan year 2023

ACK ID 20240827090704NAL0010697393001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Otwell's Trucking LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Otwell's Trucking LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OTWELL'S TRUCKING LLC.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OTWELL'S TRUCKING LLC

EIN

all filings

Address

10387 RIVER RD · LOUISIANA, LA · 70031

Phone

(504) 908-7842

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

087

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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