What public Form 5500 filings show about the Delta Oaks Group, PLLC 401(k) plan — and how to find and check your own account.
Delta Oaks Group, PLLC (EIN 47-5336154) reports DELTA OAKS GROUP 401(K) PLAN on its most recent Form 5500, with $1.4M in plan assets across 29 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 Delta Oaks Group, PLLC filing — schedules, fees, and providers.
Delta Oaks Group, PLLC’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 Delta Oaks Group, PLLCHR for the recordkeeper’s name and login.
