COSTELLO SR - ALLEN OPTOMETRIS 401(k) Plan
What public Form 5500 filings show about the COSTELLO SR - ALLEN OPTOMETRIS 401(k) plan — and how to find and check your own account.
The COSTELLO SR - ALLEN OPTOMETRIS 401(k) on its latest Form 5500
COSTELLO SR - ALLEN OPTOMETRIS (EIN 26-3986884) reports COSTELLO SR - ALLEN OPTOMETRIS 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $552K in plan assets across 23 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 COSTELLO SR - ALLEN OPTOMETRIS filing — schedules, fees, and providers.
Who runs the COSTELLO SR - ALLEN OPTOMETRIS 401(k)?
COSTELLO SR - ALLEN OPTOMETRIS’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 COSTELLO SR - ALLEN OPTOMETRISHR for the recordkeeper’s name and login.
How to check your COSTELLO SR - ALLEN OPTOMETRIS 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask COSTELLO SR - ALLEN OPTOMETRIS HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
