What public Form 5500 filings show about the Emory Oak Partners 401(k) plan — and how to find and check your own account.
Emory Oak Partners (EIN 92-2006601) reports EMORY OAK PARTNERS 401(K) PLAN on its most recent Form 5500, with $344K in plan assets across 11 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 Emory Oak Partners filing — schedules, fees, and providers.
Emory Oak Partners’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 Emory Oak PartnersHR for the recordkeeper’s name and login.
