WITT O'BRIEN'S Payroll Management LLC 401(k) Plan

The WITT O'BRIEN'S Payroll Management LLC 401(k) on its latest Form 5500

WITT O'BRIEN'S Payroll Management LLC (EIN 32-0449815) reports WITT O'BRIEN'S SAVINGS PLAN on its most recent Form 5500, with $21.2M in plan assets across 245 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 WITT O'BRIEN'S Payroll Management LLC filing — schedules, fees, and providers.

Who runs the WITT O'BRIEN'S Payroll Management LLC 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WITT O'BRIEN'S Payroll Management LLC 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING.

How to check your WITT O'BRIEN'S Payroll Management LLC 401(k)

• Log in to Principal’s participant portal (the site on your statements).
• Ask WITT O'BRIEN'S Payroll Management LLC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).