AUMdb

On The Border 401(k) Savings Plan

Sponsored by Otb Acquisition Llc · EIN 272118500 · Plan #001

Total assets
$13.2M
Net assets
$13.2M
Active participants
2,983
With balances
496

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
Economic Group Pension Services Recordkeeping $37,987
Lincoln National Corporation Contract administrator $29,955
Merrill Lynch, Pierce, Fenner & Smi Investment advisory (plan) $23,198