How big is Oterra Holdings, LLC's plan?

Oterra Holdings, LLC's plan reported $7.8M in assets and 103 participants for 2022.

Original filing (PDF)20231016122622NAL0024761939002

Oterra Holdings, LLC

Name: Oterra Holdings, LLC — Oterra, LLC Retirement Plan, Form 5500 (2022)
Creator: Oterra Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oterra, LLC Retirement Plan

401(k) retirement plan · Oterra Holdings, LLC's Oterra, LLC Retirement Plan held $7.8M in plan assets for 103 participants in 2022.

Active participants

103

Accounts w/ balance

131

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

People on this filing

Joshua Lorbach signed Oterra Holdings, LLC's 2022 Form 5500 as plan administrator.

Joshua Lorbach — 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

Oterra Holdings, LLC's EIN is 86-2251912.

EIN 86-2251912

Plan number 001

Plan year 2022

ACK ID 20231016122622NAL0024761939002

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Oterra Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Oterra Holdings, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off