What public Form 5500 filings show about the Office Support Services, LLC 401(k) plan — and how to find and check your own account.
Office Support Services, LLC (EIN 82-3549688) reports OSS RETIREMENT SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $53.9M in plan assets across 520 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 Support Services, LLC 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Office Support Services, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, FORVIS MAZARS LLP, GUARDIAN LIFE INSURANCE, AETNA LIFE INSURANCE.