What public Form 5500 filings show about the Oerlikon USA Holding, Inc. 401(k) plan — and how to find and check your own account.
Oerlikon USA Holding, Inc. (EIN 95-2549713) reports OERLIKON USA 401(K) PLAN on its most recent Form 5500, with $219.7M in plan assets across 1,240 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 Oerlikon USA Holding, Inc. filing — schedules, fees, and providers.
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 Oerlikon USA Holding, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, ONE DIGITAL, FID MGMT TRUST CO, RESOURCES INVESTMENT ADVISORS, FID INST ASSET MGMT CO, HANCOCK ASKEW & CO LLP.
