What public Form 5500 filings show about the Owen-AMES-Kimball Co. 401(k) plan — and how to find and check your own account.
Owen-AMES-Kimball Co. (EIN 38-0900420) reports OWEN-AMES-KIMBALL CO. RETIREMENT PLAN on its most recent Form 5500, with $40.7M in plan assets across 229 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 Owen-AMES-Kimball Co. 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Owen-AMES-Kimball Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GALLAGHER BENEFIT SERVICES, VARIPRO, GRAND WEALTH MANAGEMENT.
