GRAY OAK ADVISORS, LLC DBA STATE AND SHORE WEALTH PLANNING 401(k) Plan
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.
The GRAY OAK ADVISORS, LLC DBA STATE AND SHORE WEALTH PLANNING 401(k) on its latest Form 5500
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 $117K in plan assets across 2 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.
Who runs the GRAY OAK ADVISORS, LLC DBA STATE AND SHORE WEALTH PLANNING 401(k)?
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.
How to check your GRAY OAK ADVISORS, LLC DBA STATE AND SHORE WEALTH PLANNING 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask GRAY OAK ADVISORS, LLC DBA STATE AND SHORE WEALTH PLANNING 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).