What public Form 5500 filings show about the O'BRIEN Industrial Holdings, LLC 401(k) plan — and how to find and check your own account.
O'BRIEN Industrial Holdings, LLC (EIN 92-0198356) reports CHRISTY EMPLOYEES' PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $20.2M in plan assets across 121 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'BRIEN Industrial Holdings, LLC 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your O'BRIEN Industrial Holdings, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, CLAYTON FINANCIAL GROUP, CHARLES SCHWAB & CO.
