What public Form 5500 filings show about the Oak Harvest Financial Group 401(k) plan — and how to find and check your own account.
Oak Harvest Financial Group (EIN 45-5065979) reports OAK HARVEST 401(K) PLAN on its most recent Form 5500, with $1.6M in plan assets across 43 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 Oak Harvest Financial Group filing — schedules, fees, and providers.
Oak Harvest Financial Group’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 Oak Harvest Financial GroupHR for the recordkeeper’s name and login.
