What public Form 5500 filings show about the CWS at Three Oaks Inc. 401(k) plan — and how to find and check your own account.
CWS at Three Oaks Inc. (EIN 47-5363166) reports CWS AT THREE OAKS INC. - 401(K) on its most recent Form 5500, with $23K in plan assets across 137 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 CWS at Three Oaks Inc. filing — schedules, fees, and providers.
CWS at Three Oaks Inc.’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 CWS at Three Oaks Inc.HR for the recordkeeper’s name and login.