Ott, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ott, INC.
  • Sponsor EIN: 411809365
  • Sponsor Address: 620 MAIN STREET, SUITE A, RED WING, MN, 55066
  • Plan Type: 401(k)
  • Total Participants: 14
  • Total Assets: $2.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202414$2.6M$53,212$230,776
202313$2.0M$0$208,047
202214$1.5M$49,086$173,150

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