O'LEARY'S TAX SERVICE LTD. 401(k) Plan
What public Form 5500 filings show about the O'LEARY'S TAX SERVICE LTD. 401(k) plan — and how to find and check your own account.
The O'LEARY'S TAX SERVICE LTD. 401(k) on its latest Form 5500
O'LEARY'S TAX SERVICE LTD. (EIN 20-1631756) reports O'LEARY TAX SERVICE 401(K) PLAN on its most recent Form 5500, with $762K in plan assets across 1 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'LEARY'S TAX SERVICE LTD. filing — schedules, fees, and providers.
Who runs the O'LEARY'S TAX SERVICE LTD. 401(k)?
O'LEARY'S TAX SERVICE LTD.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask O'LEARY'S TAX SERVICE LTD.HR for the recordkeeper’s name and login.
How to check your O'LEARY'S TAX SERVICE LTD. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask O'LEARY'S TAX SERVICE LTD. 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).