What public Form 5500 filings show about the Oakbridge Insurance Agency, LLC 401(k) plan — and how to find and check your own account.
Oakbridge Insurance Agency, LLC (EIN 85-3995724) reports OAKBRIDGE INSURANCE AGENCY, LLC EMPLOYEE SAVINGS PLAN on its most recent Form 5500, with $24.9M in plan assets across 536 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 Oakbridge Insurance Agency, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Oakbridge Insurance Agency, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ATLANTA CONSULTING GROUP, RAYMOND JAMES & ASSOCIATES.
