October Three Management Services, Inc. 401(k) Plan

The October Three Management Services, Inc. 401(k) on its latest Form 5500

October Three Management Services, Inc. (EIN 27-1503891) reports OCTOBER THREE MANAGEMENT SERVICES, INC. RETIREMENT TRUST on its most recent Form 5500, with $19.7M in plan assets across 192 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 October Three Management Services, Inc. filing — schedules, fees, and providers.

Who runs the October Three Management Services, Inc. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your October Three Management Services, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.

How to check your October Three Management Services, Inc. 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask October Three Management Services, 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).