What public Form 5500 filings show about the Open Window Financial Solutions Ltd. 401(k) plan — and how to find and check your own account.
Open Window Financial Solutions Ltd. (EIN 61-1466519) reports OPEN WINDOW 401K PROFIT SHARING PLAN on its most recent Form 5500, with $5.6M in plan assets across 5 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 Window Financial Solutions Ltd. filing — schedules, fees, and providers.
Open Window Financial Solutions 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 Open Window Financial Solutions Ltd.HR for the recordkeeper’s name and login.
