Original filing (PDF)20231016122622NAL0024761939002

OTERRA HOLDINGS, LLC

Name: OTERRA HOLDINGS, LLC — OTERRA, LLC RETIREMENT PLAN, Form 5500 (2022)
Creator: OTERRA HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

OTERRA, LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

103

Accounts w/ balance

131

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OTERRA HOLDINGS, LLC.

Plan sponsor

Name

OTERRA HOLDINGS, LLC

EIN

86-2251912

Address

13315 GLOBE DRIVE · MT. PLEASANT, WI · 53177

Phone

(262) 362-1337

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

AARON THOMAS COMPANY, INC.

AARON THOMAS COMPANY, INC. 401(K) PLAN

$7.9M · 2,191 participants

VERO FOODS, LLC

VERO FOODS, LLC/COURAGE PRODUCTIONS,LLC 401(K) PLAN

$7.9M · 133 participants

GOURMET BOUTIQUE, LLC

GOURMET BOUTIQUE, LLC RETIREMENT PLAN

$7.7M · 2,590 participants

SIMPLE MILLS, INC.

SIMPLE MILLS, INC. 401(K) PLAN

$8.0M · 91 participants

SETHNESS PRODUCTS COMPANY

SETHNESS PRODUCTS COMPANY MONEY PURCHASE PENSION PLAN

$8.0M · 88 participants