# Otter Products, LLC 401(k) Plan
Source: https://planprovider.pro/companies/otter-products-llc-401k-plan

> Otter Products, LLC's 401(k) plan: 725 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$64,188|—|$64,188|

| BDO USA, P..C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BDO USA, P..C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $64,188

- **Estimated Expense Ratio:** 0.077% of plan assets

### 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|—|—|

## Similar Plans

- [Viega, LLC](https://planprovider.pro/companies/viega-llc-401k-plan) — 1,234 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/otter-products-llc-401k-plan)

© 2026 PlanProvider.Pro