Plan Snapshot
- Plan Sponsor: Otter Products, LLC
- Sponsor EIN: 841304473
- Sponsor Address: 209 S MELDRUM STREET, FORT COLLINS, CO, 80521
- Plan Type: 401(k)
- Total Participants: 725
- Total Assets: $83.5M
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 | 725 | $83.5M | $2.2M | $4.6M |
| 2023 | 747 | $74.4M | $2.6M | $5.2M |
| 2022 | 1,019 | $70.8M | $2.9M | $5.9M |
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 |
|---|---|---|---|---|
| BDO USA, P..C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P..C. — 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 | $66,352 | $8,002 | — | — | — |
| 2023 | $115,830 | $2,247 | $86,914 | — | — |
| 2022 | $186,094 | $66,404 | $119,690 | — | — |