What public Form 5500 filings show about the Oakmonte Insurance, LLC. 401(k) plan — and how to find and check your own account.
Oakmonte Insurance, LLC. (EIN 83-4640662) reports OAKMONTE INSURANCE 401(K) PLAN on its most recent Form 5500, with $9K in plan assets across 3 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 Oakmonte Insurance, LLC. filing — schedules, fees, and providers.
Oakmonte Insurance, LLC.’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 Oakmonte Insurance, LLC.HR for the recordkeeper’s name and login.
