Stone Oak Wealth Management, LLC 401(k) Plan

The Stone Oak Wealth Management, LLC 401(k) on its latest Form 5500

Stone Oak Wealth Management, LLC (EIN 20-2153251) reports SOW 401(K) PLAN on its most recent Form 5500, with $751K in plan assets across 8 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 Stone Oak Wealth Management, LLC filing — schedules, fees, and providers.

Who runs the Stone Oak Wealth Management, LLC 401(k)?

Stone Oak Wealth Management, LLC’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 Stone Oak Wealth Management, LLCHR for the recordkeeper’s name and login.

How to check your Stone Oak Wealth Management, LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Stone Oak Wealth Management, LLC 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).