What public Form 5500 filings show about the Oak Tree Dentistry 401(k) plan — and how to find and check your own account.
Oak Tree Dentistry (EIN 82-0927769) reports OAK TREE DENTISTRY 401K PLAN on its most recent Form 5500, with $305K in plan assets across 19 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 Dentistry filing — schedules, fees, and providers.
Oak Tree Dentistry’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 DentistryHR for the recordkeeper’s name and login.
