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.
Oakeson, Steiner Wealth and RETI (EIN 47-0783620) reports OSL, INC. SAFE HARBOR 401(K)PLAN on its most recent Form 5500, with $8.7M in plan assets across 15 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.
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.
