# Otr Capital Dba Otr Solutions 401(k) Plan
Source: https://planprovider.pro/companies/otr-capital-401k-plan

> Otr Capital Dba Otr Solutions's 401(k) plan: 265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Otr Capital Dba Otr Solutions

- **Sponsor EIN:** 452395903

- **Sponsor Address:** 1000 HOLCOMB WOODS PKWY BLDG 3, ROSWELL, GA, 30076

- **Plan Type:** 401(k)

- **Total Participants:** 265

- **Total Assets:** $11.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|265|$11.7M|$638,501|$1.3M|

| 2023|309|$7.9M|$647,650|$1.3M|

| 2022|290|$5.0M|$537,253|$1.1M|

## 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|

| BENNETT THRASHER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BENNETT THRASHER](https://planprovider.pro/provider/bennett-thrasher-llp) — 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|$44,714|$20,254|$24,460|—|—|

| 2023|$36,879|$13,571|$23,308|—|—|

| 2022|$29,369|$10,705|$18,664|—|—|

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