What public Form 5500 filings show about the O'BRIEN Steel Service Co. 401(k) plan — and how to find and check your own account.
O'BRIEN Steel Service Co. (EIN 37-0991960) reports O'BRIEN GROUP 401(K) PLAN on its most recent Form 5500, with $25.9M in plan assets across 422 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 Steel Service Co. 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 ALLIANCE PENSION CONSULTANTS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your O'BRIEN Steel Service Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, CHARLES SCHWAB AND CO.