Otterbein University Tax Deferred Annuity And Defined Contribution Retirement Plan
Sponsored by Otterbein University · EIN 314379532 · Plan #001
- Total assets
- $136M
- Net assets
- $136M
- Active participants
- 758
- With balances
- 943
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Ins And Annuity Assoc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $101,447 |
| Planpilot, Llc | Investment advisory (plan), Direct payment from the plan | $40,461 |
| Clark, Schaefer, Hackett & Co. | Accounting, Direct payment from the plan | $13,250 |