What public Form 5500 filings show about the OLO Inc. 401(k) plan — and how to find and check your own account.
OLO Inc. (EIN 20-2971562) reports OLO INC. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $56.2M in plan assets across 623 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 OLO 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 OLO Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PENSION ASSURANCE LLP, EMPOWER LIFE & ANNUITY INSURANCE CO, MERRILL LYNCH PIERCE FENNER & SMI, RETIREWELL ADMINISTRATORS.
