What public Form 5500 filings show about the Oak Tree Family Practice, L.L.C. 401(k) plan — and how to find and check your own account.
Oak Tree Family Practice, L.L.C. (EIN 22-3736706) reports OAK TREE FAMILY PRACTICE LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $775K in plan assets across 4 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 Family Practice, L.L.C. filing — schedules, fees, and providers.
Oak Tree Family Practice, L.L.C.’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 Family Practice, L.L.C.HR for the recordkeeper’s name and login.
