What public Form 5500 filings show about the Board of Trustees Office & Professional Employees RET Plan 401(k) plan — and how to find and check your own account.
Board of Trustees Office & Professional Employees RET Plan (EIN 91-1337614) reports OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN on its most recent Form 5500, with $34.5M in plan assets across 2,658 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Board of Trustees Office & Professional Employees RET Plan filing — schedules, fees, and providers.
Board of Trustees Office & Professional Employees RET Plan’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Board of Trustees Office & Professional Employees RET PlanHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MILLIMAN, MATRIX TRUST, BAC CAPITAL ADVISORS, BARLOW COUGHRAN MORALES & JOSEPHSON, CLIFTONLARSONALLEN LLP, BENEFIT ADMINISTRATION.
