What public Form 5500 filings show about the O'DONnell, Schwartz & Anderson, 401(k) plan — and how to find and check your own account.
O'DONnell, Schwartz & Anderson, (EIN 52-1852719) reports O'DONNELL, SCHWARTZ & ANDERSON, P.C. on its most recent Form 5500, with $3.9M in plan assets across 6 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'DONnell, Schwartz & Anderson, filing — schedules, fees, and providers.
O'DONnell, Schwartz & Anderson,’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'DONnell, Schwartz & Anderson,HR for the recordkeeper’s name and login.
