What public Form 5500 filings show about the Ortho Benefits Corp. 401(k) plan — and how to find and check your own account.
Ortho Benefits Corp. (EIN 47-1797746) reports ORTHO 401(K) SOLUTIONS on its most recent Form 5500, with $41.7M in plan assets across 444 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 Ortho Benefits Corp. 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Ortho Benefits Corp. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EJ REYNOLDS, ROSENBAUM LAW FIRM P C, CREATIVE PLANNING, EJREYNOLDS, ORTHO BENEFITS, CREATIVE PLANNING HOLDCO.
