What public Form 5500 filings show about the Skyoak Capital, Inc. 401(k) plan — and how to find and check your own account.
Skyoak Capital, Inc. (EIN 27-1989872) reports SKYOAK CAPITAL, INC. POOLED EMPLOYER PLAN NO. 1 on its most recent Form 5500, with $1.2M in plan assets across 220 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 Skyoak Capital, Inc. 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 LEADING RETIREMENT SOLUTIONS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Skyoak Capital, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SKYOAK CAPITAL.
