PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OTTERBOURG P.C.
Sponsor portfolio

OTTERBOURG P.C.

EIN 13-2660310-law practice-Latest filing 2024
Plans
3
Retirement
3
$85.8M assets
Welfare
0
Participants
197
230 PARK AVENUE, FLOOR 30 - NEW YORK, NY 10169212-905-3691otterbourg.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#002ProfitSharing-$53.5M - 46 part#003401k-$28.8M - 104 part#004CashBalance-$3.5M - 47 part

Retirement portfolio analytics

3 plans aggregated / $85.8M assets / 197 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • OF OTTERBOURG P.C. (#002)62%
  • P.C. 401(K) Savings (#003)34%
  • CASH BALANCE PLAN (#004)4%
Total $85.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P.C. 401(K) Savings (#003)104
  • CASH BALANCE PLAN (#004)47
  • OF OTTERBOURG P.C. (#002)46
Total 197Click 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

THE RETIREMENT PLAN OF OTTERBOURG P.C.

ProfitSharing

Assets$53.5M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

OTTERBOURG P.C. 401(K) SAVINGS PLAN

401k

Assets$28.8M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

OTTERBOURG P.C. CASH BALANCE PLAN

CashBalance

Assets$3.5M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002THE RETIREMENT PLAN OF OTTERBOURG P.C.ProfitSharing$53.5M462024
003OTTERBOURG P.C. 401(K) SAVINGS PLAN401k$28.8M1042024
004OTTERBOURG P.C. CASH BALANCE PLANCashBalance$3.5M472024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica