Otto Instrument Service, Inc. Profit Sharing 401(k) Plan
Sponsored by Otto Instrument Service, Inc. · EIN 952627510 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 90
- With balances
- 70
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 |
|---|---|---|
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth, Inc. | Investment advisory (participants) | $8,292 |
| Woodbury Financial Services Inc. | Investment advisory (participants) | $2,526 |
| John Hancock Life Insurance Company | Recordkeeping | $400 |