Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OTTEN & ASSOCIATES, P.A.
EIN 41-1915416venture capital & private equityLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
8
12400 PORTLAND AVE SOUTH, STE 175 - BURNSVILLE, MN 55337952-736-3300ottenassociates.comLinkedIn11-50 employeesventure capital & private equity
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OTTEN LAW OFFICE 401K PROFIT SHARING PLAN
401k
Assets$1.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OTTEN LAW OFFICE CASH BALANCE PLAN
CashBalance
Assets$281K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OTTEN LAW OFFICE 401K PROFIT SHARING PLAN | 401k | $1.5M | 5 | 2025 | |
| 002 | OTTEN LAW OFFICE CASH BALANCE PLAN | CashBalance | $281K | 3 | 2025 |
Retirement plans