OTA 401(K)/PROFIT SHARING PLAN
Plan Contact
- Address: ONE MANHATTANVILLE ROAD,PURCHASE,NY
- Contact person: DENA GIRARD
- Phone: (914) 694-5800
Plan General Information
OTA 401(K)/PROFIT SHARING PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of OTA 401(K)/PROFIT SHARING PLAN is $32,290,120.00.This plan was established in 1990.
OTA 401(K)/PROFIT SHARING PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in OTA 401(K)/PROFIT SHARING PLAN is 126
OTA 401(K)/PROFIT SHARING PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for OTA 401(K)/PROFIT SHARING PLAN is $256,270.00
OTA 401(K)/PROFIT SHARING PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for OTA 401(K)/PROFIT SHARING PLAN is $6,089.00.
OTA 401(K)/PROFIT SHARING PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of OTA 401(K)/PROFIT SHARING PLAN is -36.22%.
OTA 401(K)/PROFIT SHARING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for OTA 401(K)/PROFIT SHARING PLAN is -27.67%. This measures the effectiveness of the plan participants' investments in the year.
OTA 401(K)/PROFIT SHARING PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of OTA 401(K)/PROFIT SHARING PLAN is 0.00%.
Enrollment Features
OTA 401(K)/PROFIT SHARING PLAN has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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