What public Form 5500 filings show about the BURR Oak Tool Inc. 401(k) plan — and how to find and check your own account.
BURR Oak Tool Inc. (EIN 38-1218471) reports BURR OAK TOOL INC. EMPLOYEES' PROFIT SHARING PLAN on its most recent Form 5500, with $73.3M in plan assets across 338 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 BURR Oak Tool 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BURR Oak Tool Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY, P&M HOLDING GROUP LLP DBA PLANTE &.
