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OAKWOOD FINANCIAL SERVICES, LLC 401(k) Plan

What public Form 5500 filings show about the OAKWOOD FINANCIAL SERVICES, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$3.8M
Participants
16
Plans on file
1

The OAKWOOD FINANCIAL SERVICES, LLC 401(k) on its latest Form 5500

OAKWOOD FINANCIAL SERVICES, LLC (EIN 16-1610216) reports OAKWOOD FINANCIAL SERVICES, LLC 401(K) SAVINGS PLAN on its most recent Form 5500, with $3.8M in plan assets across 16 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 OAKWOOD FINANCIAL SERVICES, LLC filing — schedules, fees, and providers.

Who runs the OAKWOOD FINANCIAL SERVICES, LLC 401(k)?

OAKWOOD FINANCIAL SERVICES, 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 OAKWOOD FINANCIAL SERVICES, LLCHR for the recordkeeper’s name and login.

How to check your OAKWOOD FINANCIAL SERVICES, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask OAKWOOD FINANCIAL SERVICES, LLC 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: OAKWOOD FINANCIAL SERVICES, LLC — all Form 5500 filings (EIN 16-1610216) · New York employer EIN lookup · Form 5500 search
OAKWOOD FINANCIAL SERVICES, LLC 401(k) Plan — Form 5500