SKYOAK CAPITAL, INC. 401(k) Plan
What public Form 5500 filings show about the SKYOAK CAPITAL, INC. 401(k) plan — and how to find and check your own account.
The SKYOAK CAPITAL, INC. 401(k) on its latest Form 5500
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.
Who runs the SKYOAK CAPITAL, INC. 401(k)?
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.
How to check your SKYOAK CAPITAL, INC. 401(k)
- Log in to LEADING RETIREMENT SOLUTIONS’s participant portal (the site on your statements).
- Ask SKYOAK CAPITAL, 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).