Occupancy COST Audit Group Inc. 401(k) Plan

The Occupancy COST Audit Group Inc. 401(k) on its latest Form 5500

Occupancy COST Audit Group Inc. (EIN 33-0464138) reports OCCUPANCY COST AUDIT GROUP INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $2.1M in plan assets across 3 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 Occupancy COST Audit Group Inc. filing — schedules, fees, and providers.

Who runs the Occupancy COST Audit Group Inc. 401(k)?

Occupancy COST Audit Group Inc.’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 Occupancy COST Audit Group Inc.HR for the recordkeeper’s name and login.

How to check your Occupancy COST Audit Group Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Occupancy COST Audit Group Inc. 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).