What public Form 5500 filings show about the Oak Tree Support Services 401(k) plan — and how to find and check your own account.
Oak Tree Support Services (EIN 81-4195055) reports OAK TREE SUPPORT SERVICES 401(K) PLAN on its most recent Form 5500, with $237K in plan assets across 44 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 Support Services filing — schedules, fees, and providers.
Oak Tree Support Services’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 Support ServicesHR for the recordkeeper’s name and login.
