Otis Products, Inc. 401(k) Safe Harbor Plan
Sponsored by Otis Products, Inc. Dba Otis Technology, Inc. · EIN 161367664 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 98
- With balances
- 124
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Administrators | Investment advisory (plan), Recordkeeping, Trustee (discretionary) | $44,300 |
| Rbc Wealth Management | Contract administrator, Investment management, Investment management fees (indirect) | $38,341 |