# Otto Bock Healthcare North America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/otto-bock-healthcare-north-america-inc-401k-plan

> Otto Bock Healthcare North America, INC.'s 401(k) plan: 1,004 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Otto Bock Healthcare North America, INC.

- **Sponsor EIN:** 410824465

- **Sponsor Address:** 11809 DOMAIN DR., AUSTIN, TX, 78758

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

- **Total Participants:** 1,004

- **Total Assets:** $108.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,004|$108.8M|$2.6M|$7.1M|

| 2023|1,064|$103.6M|$2.7M|$7.1M|

| 2022|1,102|$85.7M|$2.3M|$6.0M|

## 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|

| MMA SECURITIES|ADVISOR|$60,000|—|$60,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$18,103|—|$18,103|

| BAKER TILLY US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,103

- **Estimated Expense Ratio:** 0.072% 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|$28,663|$78,103|$1,500|—|—|

| 2023|$94,855|$70,986|$1,500|$68,768|—|

| 2022|$67,596|$2,908|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/otto-bock-healthcare-north-america-inc-401k-plan)

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