Otterstedt Agency 401(k) Plan
Sponsored by Otterstedt Insurance Agency, Inc. · EIN 222062033 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 115
- With balances
- 117
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 |
|---|---|---|
| Brinker Capital Investments | Investment advisory (participants) | $18,129 |
| Nationwide | Investment advisory (participants) | $16,116 |
| Ascensus | Other services | $0 |
| Avantax Insurance Agency Llc | Other commissions | $0 |
| Avantax Wealth Management | $0 |