What public Form 5500 filings show about the Owen Brothers, Inc. 401(k) plan — and how to find and check your own account.
Owen Brothers, Inc. (EIN 58-1364922) reports OWEN BROTHERS / SOUTHEASTERN PAPERBOARD 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.2M in plan assets across 75 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 Brothers, Inc. filing — schedules, fees, and providers.
Owen Brothers, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Owen Brothers, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MATRIX TRUST, KASSOUF RETIREMENT PLAN SERV, BAM ADVISOR SERVICES, NICHOLAS CAULEY & ASSOCIATES.
