OREGON TOOL, INC. 401(k) Plan
What public Form 5500 filings show about the OREGON TOOL, INC. 401(k) plan — and how to find and check your own account.
The OREGON TOOL, INC. 401(k) on its latest Form 5500
OREGON TOOL, INC. (EIN 63-0780521) reports OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN on its most recent Form 5500, with $254.4M in plan assets across 1,285 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.
Who runs the OREGON TOOL, INC. 401(k)?
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): PERKINS & CO, STRATEGIC ADVISORS, KBF CPA LLP, ROBERT W BAIRD, FIDELITY MANAGEMENT TRUST, ROBERT W BAIRD & CO.
How to check your OREGON TOOL, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask OREGON TOOL, INC. 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).