What public Form 5500 filings show about the Oak Tree Escrow Inc. 401(k) plan — and how to find and check your own account.
Oak Tree Escrow Inc. (EIN 95-3629439) reports OAK TREE ESCROW INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $31K in plan assets across 3 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 Escrow Inc. filing — schedules, fees, and providers.
Oak Tree Escrow Inc.’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 Escrow Inc.HR for the recordkeeper’s name and login.
