FORTTRES CAPITAL PARTNERS, LLC DBA OAK CREST WEALTH MANAGEMENT 401(k) Plan
What public Form 5500 filings show about the FORTTRES CAPITAL PARTNERS, LLC DBA OAK CREST WEALTH MANAGEMENT 401(k) plan — and how to find and check your own account.
The FORTTRES CAPITAL PARTNERS, LLC DBA OAK CREST WEALTH MANAGEMENT 401(k) on its latest Form 5500
FORTTRES CAPITAL PARTNERS, LLC DBA OAK CREST WEALTH MANAGEMENT (EIN 45-4464253) reports OAK CREST WEALTH MANAGEMENT 401(K) PLAN on its most recent Form 5500, with $744K in plan assets across 3 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 FORTTRES CAPITAL PARTNERS, LLC DBA OAK CREST WEALTH MANAGEMENT filing — schedules, fees, and providers.
Who runs the FORTTRES CAPITAL PARTNERS, LLC DBA OAK CREST WEALTH MANAGEMENT 401(k)?
FORTTRES CAPITAL PARTNERS, LLC DBA OAK CREST WEALTH MANAGEMENT’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 FORTTRES CAPITAL PARTNERS, LLC DBA OAK CREST WEALTH MANAGEMENTHR for the recordkeeper’s name and login.
How to check your FORTTRES CAPITAL PARTNERS, LLC DBA OAK CREST WEALTH MANAGEMENT 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask FORTTRES CAPITAL PARTNERS, LLC DBA OAK CREST WEALTH MANAGEMENT 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).