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BULL OAK CAPITAL, LLC 401(k) Plan

What public Form 5500 filings show about the BULL OAK CAPITAL, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$437K
Participants
5
Plans on file
1

The BULL OAK CAPITAL, LLC 401(k) on its latest Form 5500

BULL OAK CAPITAL, LLC (EIN 46-4403076) reports BULL OAK CAPITAL 401(K) PLAN on its most recent Form 5500, with $437K in plan assets across 5 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 BULL OAK CAPITAL, LLC filing — schedules, fees, and providers.

Who runs the BULL OAK CAPITAL, LLC 401(k)?

BULL OAK CAPITAL, LLC’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 BULL OAK CAPITAL, LLCHR for the recordkeeper’s name and login.

How to check your BULL OAK CAPITAL, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask BULL OAK CAPITAL, 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).
More on this employer: BULL OAK CAPITAL, LLC — all Form 5500 filings (EIN 46-4403076) · California employer EIN lookup · Form 5500 search
BULL OAK CAPITAL, LLC 401(k) Plan — Form 5500