Seven Oaks Professional PLLC 401(k) Plan
What public Form 5500 filings show about the Seven Oaks Professional PLLC 401(k) plan — and how to find and check your own account.
The Seven Oaks Professional PLLC 401(k) on its latest Form 5500
Seven Oaks Professional PLLC (EIN 26-2876430) reports SEVEN OAKS PROFESSIONAL PLLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $251K in plan assets across 6 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 Seven Oaks Professional PLLC filing — schedules, fees, and providers.
Who runs the Seven Oaks Professional PLLC 401(k)?
Seven Oaks Professional PLLC’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 Seven Oaks Professional PLLCHR for the recordkeeper’s name and login.
How to check your Seven Oaks Professional PLLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Seven Oaks Professional PLLC 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).