What public Form 5500 filings show about the BETH Jacob Congregation of Oak 401(k) plan — and how to find and check your own account.
BETH Jacob Congregation of Oak (EIN 94-1156833) reports BETH JACOB CONGREGATION OF OAK 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $192K in plan assets across 51 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 BETH Jacob Congregation of Oak filing — schedules, fees, and providers.
BETH Jacob Congregation of Oak’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 BETH Jacob Congregation of OakHR for the recordkeeper’s name and login.
