What public Form 5500 filings show about the Oak Tree Charitable Foundation 401(k) plan — and how to find and check your own account.
Oak Tree Charitable Foundation (EIN 95-4506950) reports OAK TREE CHARITABLE FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $308K in plan assets across 1 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 Tree Charitable Foundation filing — schedules, fees, and providers.
Oak Tree Charitable 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 Oak Tree Charitable FoundationHR for the recordkeeper’s name and login.
