What public Form 5500 filings show about the Gray Oak Advisors, LLC DBA State and Shore Wealth Planning 401(k) plan — and how to find and check your own account.
Gray Oak Advisors, LLC DBA State and Shore Wealth Planning (EIN 86-3946691) reports GRAY OAK ADVISORS, LLC 401(K) PLAN on its most recent Form 5500, with $218K 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 Gray Oak Advisors, LLC DBA State and Shore Wealth Planning filing — schedules, fees, and providers.
Gray Oak Advisors, LLC DBA State and Shore Wealth Planning’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 Gray Oak Advisors, LLC DBA State and Shore Wealth PlanningHR for the recordkeeper’s name and login.
