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Sponsor portfolio

OTT ADVISORS, LLC

EIN 83-1980761-internet-Latest filing 2025
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
25
124 FEEKS LANE, SUITE 100 - LOCUST VALLEY, NY 11560646-768-6297ottadvisors.comLinkedIn11-50 employeesinternet
Plans on this EIN
1 filing
#001401k-$1.0M - 25 part

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Retirement#001

OTT ADVISORS, LLC 401K PROFIT SHARING PLAN & TRUST

401k

Assets$1.0M
Participants25
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OTT ADVISORS, LLC 401K PROFIT SHARING PLAN & TRUST401k$1.0M252025
Retirement plans
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