OCCUPATIONAL THERAPY ASSOC. 401(k) Plan
What public Form 5500 filings show about the OCCUPATIONAL THERAPY ASSOC. 401(k) plan — and how to find and check your own account.
The OCCUPATIONAL THERAPY ASSOC. 401(k) on its latest Form 5500
OCCUPATIONAL THERAPY ASSOC. (EIN 04-3295580) reports OTA-WAKEFIELD EMPLOYEE 401(K) PLAN on its most recent Form 5500, with $920K in plan assets across 43 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 OCCUPATIONAL THERAPY ASSOC. filing — schedules, fees, and providers.
Who runs the OCCUPATIONAL THERAPY ASSOC. 401(k)?
OCCUPATIONAL THERAPY ASSOC.’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 OCCUPATIONAL THERAPY ASSOC.HR for the recordkeeper’s name and login.
How to check your OCCUPATIONAL THERAPY ASSOC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask OCCUPATIONAL THERAPY ASSOC. 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).