O'CONNELL ROBERTSON, INC. 401(k) Plan
What public Form 5500 filings show about the O'CONNELL ROBERTSON, INC. 401(k) plan — and how to find and check your own account.
The O'CONNELL ROBERTSON, INC. 401(k) on its latest Form 5500
O'CONNELL ROBERTSON, INC. (EIN 74-1733108) reports O'CONNELL ROBERTSON, INC. 401(K) PLAN AND TRUST on its most recent Form 5500, with $16.2M in plan assets across 128 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'CONNELL ROBERTSON, INC. filing — schedules, fees, and providers.
Who runs the O'CONNELL ROBERTSON, INC. 401(k)?
O'CONNELL ROBERTSON, 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 O'CONNELL ROBERTSON, INC.HR for the recordkeeper’s name and login.
How to check your O'CONNELL ROBERTSON, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask O'CONNELL ROBERTSON, 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).