What public Form 5500 filings show about the O'HARA Corporation 401(k) plan — and how to find and check your own account.
O'HARA Corporation (EIN 01-0314950) reports O'HARA CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $22.7M in plan assets across 363 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'HARA Corporation 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your O'HARA Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, GUIDANCE POINT RETIREMENT SERVICES, CHARLES SCHWAB TRUST BANK.
