What public Form 5500 filings show about the Mighty Oaks Foundation 401(k) plan — and how to find and check your own account.
Mighty Oaks Foundation (EIN 45-3159170) reports MIGHTY OAKS FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $740K in plan assets across 27 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 Mighty Oaks Foundation filing — schedules, fees, and providers.
Mighty Oaks Foundation’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 Mighty Oaks FoundationHR for the recordkeeper’s name and login.