What public Form 5500 filings show about the Oakley Industries Sub Assembly Division, Inc. 401(k) plan — and how to find and check your own account.
Oakley Industries Sub Assembly Division, Inc. (EIN 38-2552259) reports OAKLEY RETIREMENT PLAN on its most recent Form 5500, with $10.3M in plan assets across 139 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 Oakley Industries Sub Assembly Division, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Oakley Industries Sub Assembly Division, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, STIFEL NICOLAUS &.
