Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

OAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 401(k) Plan

What public Form 5500 filings show about the OAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$456K
Participants
2
Plans on file
1

The OAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 401(k) on its latest Form 5500

OAKS INDEPENDENT INSURANCE SOLUTIONS, INC. (EIN 83-2035376) reports OAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 401(K) PLAN on its most recent Form 5500, with $456K in plan assets across 2 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 OAKS INDEPENDENT INSURANCE SOLUTIONS, INC. filing — schedules, fees, and providers.

Who runs the OAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 401(k)?

OAKS INDEPENDENT INSURANCE SOLUTIONS, INC.’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 OAKS INDEPENDENT INSURANCE SOLUTIONS, INC.HR for the recordkeeper’s name and login.

How to check your OAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask OAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 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: OAKS INDEPENDENT INSURANCE SOLUTIONS, INC. — all Form 5500 filings (EIN 83-2035376) · California employer EIN lookup · Form 5500 search
OAKS INDEPENDENT INSURANCE SOLUTIONS, INC. 401(k) Plan — Form 5500