OFFICE MANAGEMENT SYSTEMS, INC. 401(k) Plan
What public Form 5500 filings show about the OFFICE MANAGEMENT SYSTEMS, INC. 401(k) plan — and how to find and check your own account.
The OFFICE MANAGEMENT SYSTEMS, INC. 401(k) on its latest Form 5500
OFFICE MANAGEMENT SYSTEMS, INC. (EIN 64-0679888) reports OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $16.5M in plan assets across 160 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 OFFICE MANAGEMENT SYSTEMS, INC. filing — schedules, fees, and providers.
Who runs the OFFICE MANAGEMENT SYSTEMS, 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 Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your OFFICE MANAGEMENT SYSTEMS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STIFEL NICOLAUS AND CO, T E LOTT AND.
How to check your OFFICE MANAGEMENT SYSTEMS, INC. 401(k)
- Log in to Lincoln Financial’s participant portal (the site on your statements).
- Ask OFFICE MANAGEMENT SYSTEMS, 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).