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

OLD OAK FINANCIAL PLANNING, INC. 401(k) Plan

What public Form 5500 filings show about the OLD OAK FINANCIAL PLANNING, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$759K
Participants
3
Plans on file
1

The OLD OAK FINANCIAL PLANNING, INC. 401(k) on its latest Form 5500

OLD OAK FINANCIAL PLANNING, INC. (EIN 38-3213033) reports OLD OAK FINANCIAL PLANNING, INC. RETIREMENT TRUST on its most recent Form 5500, with $759K 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 OLD OAK FINANCIAL PLANNING, INC. filing — schedules, fees, and providers.

Who runs the OLD OAK FINANCIAL PLANNING, INC. 401(k)?

OLD OAK FINANCIAL PLANNING, 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 OLD OAK FINANCIAL PLANNING, INC.HR for the recordkeeper’s name and login.

How to check your OLD OAK FINANCIAL PLANNING, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask OLD OAK FINANCIAL PLANNING, 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: OLD OAK FINANCIAL PLANNING, INC. — all Form 5500 filings (EIN 38-3213033) · Michigan employer EIN lookup · Form 5500 search
OLD OAK FINANCIAL PLANNING, INC. 401(k) Plan — Form 5500