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OTIS LIBRARY

EIN 06-0669124-libraries-Latest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
64
261 MAIN STREET - NORWICH, CT 06360860-889-2365LinkedIn11-50 employeeslibraries
Plans on this EIN
2 filings
#002401k-$1.3M - 49 part#003403b-$885K - 15 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 64 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • OTIS LIBRARY 401(K) (#002)60%
  • DEFERRED ANNUITY PLAN (#003)40%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OTIS LIBRARY 401(K) (#002)49
  • DEFERRED ANNUITY PLAN (#003)15
Total 64Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

OTIS LIBRARY 401(K) PLAN

401k

Assets$1.3M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

OTIS LIBRARY TIAA CREF DEFERRED ANNUITY PLAN

403b

Assets$885K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OTIS LIBRARY 401(K) PLAN401k$1.3M492024
003OTIS LIBRARY TIAA CREF DEFERRED ANNUITY PLAN403b$885K152025
Retirement plans
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