Oak Tree PRE-School, Inc. 401(k) Plan

The Oak Tree PRE-School, Inc. 401(k) on its latest Form 5500

Oak Tree PRE-School, Inc. (EIN 22-3152574) reports OAK TREE PRE-SCHOOL, INC. 401(K) PLAN on its most recent Form 5500, with $220K in plan assets across 14 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 PRE-School, Inc. filing — schedules, fees, and providers.

Who runs the Oak Tree PRE-School, Inc. 401(k)?

Oak Tree PRE-School, 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 PRE-School, Inc.HR for the recordkeeper’s name and login.

How to check your Oak Tree PRE-School, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Oak Tree PRE-School, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).