What public Form 5500 filings show about the Birnam Oak Advisors, LP 401(k) plan — and how to find and check your own account.
Birnam Oak Advisors, LP (EIN 93-2650829) reports BIRNAM OAK ADVISORS, LP 401(K) PLAN on its most recent Form 5500, with $40K in plan assets across 7 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 Birnam Oak Advisors, LP filing — schedules, fees, and providers.
Birnam Oak Advisors, LP’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 Birnam Oak Advisors, LPHR for the recordkeeper’s name and login.
