What public Form 5500 filings show about the Open TEXT, Inc. 401(k) plan — and how to find and check your own account.
Open TEXT, Inc. (EIN 46-0525483) reports OPEN TEXT, INC. 401(K) PLAN on its most recent Form 5500, with $1.9B in plan assets across 4,635 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 Open TEXT, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Open TEXT, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GRANT THORNTON LLP, VEDDERPRICE, STRATEGIC ADVISORS, MERCER, MERCER INVESTMENTS, FINANCIAL ENGINES.
