What public Form 5500 filings show about the Oakleaf Clinics, Inc. 401(k) plan — and how to find and check your own account.
Oakleaf Clinics, Inc. (EIN 27-4563392) reports OAKLEAF CLINICS, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $49.2M in plan assets across 364 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 Oakleaf Clinics, Inc. 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Oakleaf Clinics, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ORGEL WEALTH MANAGEMENT, ADP BROKER-DEALER.
