What public Form 5500 filings show about the Office Management Systems, Inc. 401(k) plan — and how to find and check your own account.
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.
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): T E LOTT AND, STIFEL NICOLAUS AND CO.
