# Otterbase, INC. 401(k) Plan
Source: https://planprovider.pro/companies/otterbase-inc-401k-plan

> Otterbase, INC.'s 401(k) plan: 52 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Otterbase, INC.

- **Sponsor EIN:** 383408361

- **Sponsor Address:** 555 3 MILE RD NW, GRAND RAPIDS, MI, 49544

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

- **Total Participants:** 52

- **Total Assets:** $3.1M

## 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|52|$3.1M|$0|$209,191|

| 2023|211|$2.5M|$0|$230,675|

| 2022|198|$2.1M|$0|$278,856|

| 2019|189|$1.7M|$0|$0|

| 2018|214|$1.5M|$0|$0|

## 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|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-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|$14,632|—|$1,225|—|—|

| 2023|$271,989|—|$1,050|—|—|

| 2022|$880|—|—|—|—|

| 2019|$915|—|—|—|—|

| 2018|$1,025|—|—|—|—|

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