Otterbein Homes 401(k) Plan
Sponsored by Otterbein Homes · EIN 310549058 · Plan #002
- Total assets
- $28.9M
- Net assets
- $28.9M
- Active participants
- 2,076
- With balances
- 838
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $73,011 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $34,788 |
| Fifth Third Bank | Investment advisory (plan) | $27,565 |