Plan Snapshot
- Plan Sponsor: Otb Acquisition LLC
- Sponsor EIN: 272118500
- Sponsor Address: 2201 WEST ROYAL LANE, SUITE 170, IRVING, TX, 75063
- Plan Type: 401(k)
- Total Participants: 2,983
- Total Assets: $13.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,983 | $13.2M | $461,583 | $862,580 |
| 2023 | 2,225 | $12.6M | $758,052 | $880,664 |
| 2022 | 2,331 | $13.5M | $522,936 | $933,008 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKERTILLY USA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKERTILLY USA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $91,008 | — | $91,008 | — | — |
| 2023 | $102,458 | — | $102,458 | — | — |
| 2022 | $52,607 | — | $52,607 | — | — |