Bryan Kallenberger signed Otter Products, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Otter Products, LLC's EIN is 84-1304473.
Download the official 2024 Form 5500 (PDF) for Otter Products, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Otter Products, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $64K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $15.9M | 19.1% | |
| T. Rowe Price Institutional Large Cap Growth I | Other securities | — | — | $11.7M | 14.1% | |
| JPMCB SMART RET PB 2045 JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $9.4M | 11.3% | |
| Europacific Growth R6 | Other securities | — | — | $8.3M | 10.0% | |
| Vanguard Small Cap Index Institutional | Mutual Funds | — | — | $7.7M | 9.2% | |
| JPMCB SMART RET PB 2035 JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $6.0M | 7.2% | |
| JPMCB SMART RET PB 2055 JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $5.0M | 6.0% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $3.6M | 4.4% | |
| Vanguard Treasury Money Market Investor | Mutual Funds | — | — | $3.3M | 3.9% | |
| Dimensional Fund Advisors US Large Cap Value I | Mutual Funds | — | — | $2.3M | 2.8% | |
| Dimensional Fund Advisors International Small Cap Value I | Mutual Funds | — | — | $2.3M | 2.7% | |
| JPMCB SMART RET PB 2025 JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $1.7M | 2.0% | |
| PGIM Global Real Estate R6 | Other securities | — | — | $1.4M | 1.7% | |
| JPMorgan High Yield R6 | Other securities | — | — | $974K | 1.2% | |
| PIMCO Commodities Plus Strategy Institutional | Mutual Funds | — | — | $892K | 1.1% | |
| Participant Loans Interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $841K | 1.0% | |
| Vanguard Inflation-Protected Secs Admiral | Mutual Funds | — | — | $761K | 0.9% | |
| MFS Emerging Markets Debt R6 | Mutual Funds | — | — | $389K | 0.5% | |
| JPMorgan Short Duration Bond R6 | Other securities | — | — | $377K | 0.5% | |
| JPMCB SMART RET PB INCOME JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $330K | 0.4% | |
| PIMCO Int Bond (USO-Hedged) Inst | U.S. Treasuries | — | — | $185K | 0.2% | |
| Lazard Global Listed Infrastructure Portfolio | Other securities | — | — | $62K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
