How big is Otter Learning, LLC's plan?

Otter Learning, LLC's plan reported $461K in assets and 1,252 participants for 2024.

Original filing (PDF)20250930144025NAL0015040464001

Otter Learning, LLC

Name: Otter Learning, LLC — Otter Learning 401(k) Plan, Form 5500 (2024)
Creator: Otter Learning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Otter Learning 401(k) Plan

401(k) retirement plan · Otter Learning, LLC's Otter Learning 401(k) Plan held $461K in plan assets for 1,252 participants in 2024.

Signals · 1

No auditor on file

Active participants

1,252

Accounts w/ balance

141

Plan assets (EOY)

$461K

Net assets (EOY)

$461K

People on this filing

Claudia Gutkowski signed Otter Learning, LLC's 2024 Form 5500 as plan administrator.

Claudia Gutkowski — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Otter Learning, LLC's EIN is 83-4611159.

EIN 83-4611159

Plan number 001

Plan year 2024

ACK ID 20250930144025NAL0015040464001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score