What public Form 5500 filings show about the Bruce Oakley, Inc. 401(k) plan — and how to find and check your own account.
Bruce Oakley, Inc. (EIN 71-0483822) reports BRUCE OAKLEY, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $53.1M in plan assets across 702 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 Bruce Oakley, Inc. 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Bruce Oakley, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PNC BANK NA.
