What public Form 5500 filings show about the OVIS LLC 401(k) plan — and how to find and check your own account.
OVIS LLC (EIN 37-1472460) reports OJAI VALLEY INN 401(K) SAVINGS PLAN on its most recent Form 5500, with $18.7M in plan assets across 918 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 OVIS LLC 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 OVIS LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEWFRONT RETIREMENT SERVICES, STRATEGIC ADVISORS.
