What public Form 5500 filings show about the UT-Battelle, LLC 401(k) plan — and how to find and check your own account.
UT-Battelle, LLC (EIN 62-1788235) reports SAVINGS PLAN FOR EMPLOYEES AT ORNL on its most recent Form 5500, with $1.8B in plan assets across 7,170 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 UT-Battelle, 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your UT-Battelle, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): USI INSURANCE SERVICES, GROOM LAW, JENNISON ASSOCIATES, TOWERS WATSON, JP MORGAN INVESTMENT MANAGEMENT, PARAMETRIC PORTFOLIO ASSOCIATES.
