What public Form 5500 filings show about the Oak Leaf Management Company, Inc. 401(k) plan — and how to find and check your own account.
Oak Leaf Management Company, Inc. (EIN 74-1728779) reports OAK LEAF MANAGEMENT EMPLOYEE 401(K) PLAN on its most recent Form 5500, with $6.8M in plan assets across 122 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 Leaf Management Company, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Oak Leaf Management Company, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ADVISORY GROUP, MBG RETIREMENT.
