What public Form 5500 filings show about the Three Oaks Leadership Advisors, LLC 401(k) plan — and how to find and check your own account.
Three Oaks Leadership Advisors, LLC (EIN 87-3536010) reports THREE OAKS LEADERSHIP ADVISORS 401(K) PLAN on its most recent Form 5500, with $766K in plan assets across 4 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 Three Oaks Leadership Advisors, LLC filing — schedules, fees, and providers.
Three Oaks Leadership Advisors, 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 Three Oaks Leadership Advisors, LLCHR for the recordkeeper’s name and login.
