What public Form 5500 filings show about the Borsheim Jewelry Company, Inc. 401(k) plan — and how to find and check your own account.
Borsheim Jewelry Company, Inc. (EIN 47-0546003) reports BORSHEIM JEWELRY COMPANY 401(K) SAVINGS PLAN on its most recent Form 5500, with $20.9M in plan assets across 186 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 Borsheim Jewelry Company, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Mutual of Omaha, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Borsheim Jewelry Company, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UNITED OF OMAHA, LUTZ CO, ASCENSUS.