What public Form 5500 filings show about the O & W, Inc. 401(k) plan — and how to find and check your own account.
O & W, Inc. (EIN 38-1540106) reports O & W, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $18.6M in plan assets across 173 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 O & W, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your O & W, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SEQUOIA FINANCIAL ADVISORS.