Otterbein Homes Retirement Plan
Sponsored by Otterbein Seniorlife · EIN 310549058 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Highland Associates Inc CRD 104948 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Highland Associates | Investment advisory (plan) | $9,418 |
| Fifth Third Bank Retirement Service | Trustee (institutional) | $5,986 |