Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $96.1M assets / 203 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
401(k)
Cash balance
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE RETIREMENT PLAN OF OTTERBOURG P.C. | Profit-sharing | $56.8M | 51 | 2025 |
| #003 | OTTERBOURG P.C. 401(K) SAVINGS PLAN | 401(k) | $33.4M | 101 | 2025 |
| #004 | OTTERBOURG P.C. CASH BALANCE PLAN | Cash balance | $5.9M | 51 | 2025 |