Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort

Companies

Plans

  • planOtter Rock 401kFinancial statement2023 filing
    $297.7Kreported assets (EOY)
    Sponsor: Otter Rock Inc.EIN: 84-3376554Plan: 001Participants: 1Assets: $297,673Net assets: $297.7KAssets / participant: $297.7KLocation: Cos Cob, CTLatest: 2023
    View financial statement

Service providers

Filings