How big is OTT Advisors, LLC's plan?

OTT Advisors, LLC's plan reported $710K in assets and 16 participants for 2024.

Original filing (PDF)20250513082621NAL0013219187001

OTT Advisors, LLC

Name: OTT Advisors, LLC — OTT Advisors, LLC 401(k) Profit, Form 5500 (2024)
Creator: OTT Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OTT Advisors, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · OTT Advisors, LLC's OTT Advisors, LLC 401(k) Profit Sharing Plan & Trust held $710K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$710K

Net assets (EOY)

$710K

Plan identifiers

OTT Advisors, LLC's EIN is 83-1980761.

EIN 83-1980761

Plan number 001

Plan year 2024

ACK ID 20250513082621NAL0013219187001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for OTT Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

OTT Advisors, LLC'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 OTT ADVISORS, LLC.

Finding similar companies…

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