What public Form 5500 filings show about the Athletics Investment Group LLC DBA Oakland Athletics Baseball Company 401(k) plan — and how to find and check your own account.
Athletics Investment Group LLC DBA Oakland Athletics Baseball Company (EIN 94-3232189) reports ATHLETICS INVESTMENT GROUP 401(K) PLAN on its most recent Form 5500, with $40.1M in plan assets across 1,000 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 Athletics Investment Group LLC DBA Oakland Athletics Baseball Company 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 Athletics Investment Group LLC DBA Oakland Athletics Baseball Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILLIS TOWERS WATSON US, CHARLES SCHWAB & CO, U S BANK NATIONAL ASSOCIATION, GRANT THORNTON LLP, MORGAN LEWIS & BOCKIUS LLP, SEI INVESTMENTS MANAGEMENT.
