Original filing (PDF)20240322084109NAL0010068354001

Otree Associates LLC

Name: Otree Associates LLC — Otree Associates 401(k) Plan, Form 5500 (2023)
Creator: Otree Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Otree Associates 401(k) Plan

401(k) retirement plan · Otree Associates LLC's Otree Associates 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Otree Associates LLC's EIN is 81-4005049.

EIN 81-4005049

Plan number 001

Plan year 2023

ACK ID 20240322084109NAL0010068354001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Otree Associates 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 OTREE ASSOCIATES 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score