Otc Global Holdings Lp 401(k) Profit Sharing Plan
Sponsored by Otc Global Holdings, Lp · EIN 208675090 · Plan #001
- Total assets
- $25.7M
- Net assets
- $25.7M
- Active participants
- 226
- With balances
- 266
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services 7123400174 | Consulting fees | $38,046 |
| Weaver And Tidwell, Llp | Direct payment from the plan | $16,942 |
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $7,559 |