What public Form 5500 filings show about the Rock Oak Services Group, LLC 401(k) plan — and how to find and check your own account.
Rock Oak Services Group, LLC (EIN 82-4991820) reports ROCK OAK SERVICES GROUP, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $4.4M in plan assets across 329 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 Rock Oak Services Group, LLC 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Rock Oak Services Group, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO.
