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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

OAKESON, STEINER WEALTH AND RETI 401(k) Plan

What public Form 5500 filings show about the OAKESON, STEINER WEALTH AND RETI 401(k) plan — and how to find and check your own account.

Plan assets
$7.2M
Participants
16
Plans on file
1

The OAKESON, STEINER WEALTH AND RETI 401(k) on its latest Form 5500

OAKESON, STEINER WEALTH AND RETI (EIN 47-0783620) reports OSL, INC. SAFE HARBOR 401(K)PLAN on its most recent Form 5500, with $7.2M in plan assets across 16 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 OAKESON, STEINER WEALTH AND RETI filing — schedules, fees, and providers.

Who runs the OAKESON, STEINER WEALTH AND RETI 401(k)?

OAKESON, STEINER WEALTH AND RETI’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 OAKESON, STEINER WEALTH AND RETIHR for the recordkeeper’s name and login.

How to check your OAKESON, STEINER WEALTH AND RETI 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask OAKESON, STEINER WEALTH AND RETI 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).
More on this employer: OAKESON, STEINER WEALTH AND RETI — all Form 5500 filings (EIN 47-0783620) · Nebraska employer EIN lookup · Form 5500 search
OAKESON, STEINER WEALTH AND RETI 401(k) Plan — Form 5500