What public Form 5500 filings show about the Oregon Tool, Inc. 401(k) plan — and how to find and check your own account.
Oregon Tool, Inc. (EIN 63-0593908) reports OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN on its most recent Form 5500, with $295.3M in plan assets across 924 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 Oregon Tool, 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 Oregon Tool, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KBF CPAS LLP, STRATEGIC ADVISORS, ROBERT W BAIRD, ROBERT W BAIRD & CO, FIDELITY MANAGEMENT TRUST.
