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Original filing (PDF)20251015114947NAL0002353667001
OTTER LAKE TECHNOLOGIES LLC
Form 5500
FILING_RECEIVED
OTTER LAKE TECHNOLOGIES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
104
Accounts w/ balance
113
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OTTER LAKE TECHNOLOGIES LLC.
Plan sponsor
Name
OTTER LAKE TECHNOLOGIES LLC
EIN
99-0995717
Address
4400 OTTER LAKE ROAD · SAINT PAUL, MN · 55110
Phone
(651) 429-7761
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-16
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BOYUM AND BARENSCHEER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $210 | — |
Investments
21 direct securities· $2.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $468K | 20.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $418K | 18.3% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 378 Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $317K | 13.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $316K | 13.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $161K | 7.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $160K | 7.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $116K | 5.1% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $52K | 2.3% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 209 Vanguard Total Intl Bond Index Adm Vanguard 0 215 Vanguard Value Index Adm Vanguard 0 | — | — | — | $41K | 1.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $39K | 1.7% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $38K | 1.7% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $36K | 1.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $34K | 1.5% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $29K | 1.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $25K | 1.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $12K | 0.5% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $6K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $3K | 0.2% | |
| Vanguard Federal Money Market Inv Vanguard 0 216 Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $2K | <0.1% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 922 Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $2K | <0.1% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $1K | <0.1% |
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