Next Steps of O'CONNOR Foundation 401(k) Plan

The Next Steps of O'CONNOR Foundation 401(k) on its latest Form 5500

Next Steps of O'CONNOR Foundation (EIN 36-4409382) reports NEXT STEPS 401(K) PLAN on its most recent Form 5500, with $88K in plan assets across 8 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 Next Steps of O'CONNOR Foundation filing — schedules, fees, and providers.

Who runs the Next Steps of O'CONNOR Foundation 401(k)?

Next Steps of O'CONNOR Foundation’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 Next Steps of O'CONNOR FoundationHR for the recordkeeper’s name and login.

How to check your Next Steps of O'CONNOR Foundation 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Next Steps of O'CONNOR Foundation 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).