GREY OAKS COUNTRY CLUB, LTD 401(k) Plan
What public Form 5500 filings show about the GREY OAKS COUNTRY CLUB, LTD 401(k) plan — and how to find and check your own account.
The GREY OAKS COUNTRY CLUB, LTD 401(k) on its latest Form 5500
GREY OAKS COUNTRY CLUB, LTD (EIN 65-0347219) reports GREY OAKS COUNTRY CLUB, LTD SAVINGS PLAN on its most recent Form 5500, with $11.7M in plan assets across 279 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 GREY OAKS COUNTRY CLUB, LTD filing — schedules, fees, and providers.
Who runs the GREY OAKS COUNTRY CLUB, LTD 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your GREY OAKS COUNTRY CLUB, LTD 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, KESTRA ADVISORY SERVICES.
How to check your GREY OAKS COUNTRY CLUB, LTD 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask GREY OAKS COUNTRY CLUB, LTD 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).