OHNWARD BANCSHARES, INC. 401(k) Plan
What public Form 5500 filings show about the OHNWARD BANCSHARES, INC. 401(k) plan — and how to find and check your own account.
The OHNWARD BANCSHARES, INC. 401(k) on its latest Form 5500
OHNWARD BANCSHARES, INC. (EIN 42-0933516) reports OHNWARD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $39.7M in plan assets across 250 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 OHNWARD BANCSHARES, INC. filing — schedules, fees, and providers.
Who runs the OHNWARD BANCSHARES, 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 JULY BUSINESS SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your OHNWARD BANCSHARES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EIDE BAILLY, BENEFIT PLANS, HTLF RETIREMENT PLAN SERVICES.
How to check your OHNWARD BANCSHARES, INC. 401(k)
- Log in to JULY BUSINESS SERVICES’s participant portal (the site on your statements).
- Ask OHNWARD BANCSHARES, 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).