Assets by plan
Share of aggregate retirement assets
Filings through .
Otis Library
EIN 06-0669124librariesLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Health & Benefits
0
Participants
63
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 63 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
OTIS LIBRARY 401(K) PLAN
401(k)
Assets$1.6M
Participants48
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
OTIS LIBRARY TIAA CREF DEFERRED ANNUITY PLAN
403(b)
Assets$885K
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | OTIS LIBRARY 401(K) PLAN | 401(k) | $1.6M | 48 | 2025 |
| #003 | OTIS LIBRARY TIAA CREF DEFERRED ANNUITY PLAN | 403(b) | $885K | 15 | 2025 |
- #002 · 401(k) · 202548
- #003 · 403(b) · 202515
Retirement plans