How big is OTIS Wealth, Inc.'s plan?

OTIS Wealth, Inc.'s plan reported $2 in assets for 2022.

Original filing (PDF)20231013101306NAL0044059200063

OTIS Wealth, Inc.

Name: OTIS Wealth, Inc. — OTIS Wealth 401(k) Plan, Form 5500 (2022)
Creator: OTIS Wealth, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OTIS Wealth 401(k) Plan

401(k) retirement plan · OTIS Wealth, Inc.'s OTIS Wealth 401(k) Plan reported $2 in plan assets in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

OTIS Wealth, Inc.'s EIN is 83-2107459.

EIN 83-2107459

Plan number 001

Plan year 2022

ACK ID 20231013101306NAL0044059200063

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for OTIS Wealth, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

OTIS Wealth, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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