Back to filter
Original filing (PDF)20250722153135NAL0006524738001
OTTO/WALKER ARCHITECTS, LLC
Form 5500-SF
FILING_RECEIVED
OTTO/WALKER ARCHITECTS, LLC RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OTTO/WALKER ARCHITECTS, LLC.
Plan sponsor
Name
OTTO/WALKER ARCHITECTS, LLC
EIN
87-0580318
Address
2200 PARK AVENUE, SUITE C 201 · PARK CITY, UT · 84098
Phone
(435) 649-6373
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
340DESIGNLLC DBA LANDESBERG DESIGN
340DESIGN LLC DBA LANDESBERG DESIGN PROFIT SHARING PLAN
$1.5M · 7 participants
LINEAR ARCHITECTURE, LLC
LINEAR ARCHITECTURE, LLC 401(K) PLAN
$1.5M · 5 participants
SCHORR ARCHITECTS, INC.
SCHORR ARCHITECTS, INC. 401(K) PLAN
$1.5M · 24 participants
INTERPHASE INCORPORATED
INTERPHASE INCORPORATED 401(K) PLAN
$1.5M · 27 participants
KEVIN L. CROOK ARCHITECT INC.
KEVIN L. CROOK ARCHITECT INC. CASH BALANCE PLAN
$1.5M · 17 participants
RICK JOY ARCHITECTS, INC.
RICK JOY ARCHITECTS 401(K) PLAN
$1.5M · 15 participants
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants