How big is Oakhurst Partners LLC's plan?

Oakhurst Partners LLC's plan reported $1.5M in assets and 13 participants for 2024.

Original filing (PDF)20250729185910NAL0008499906001

Oakhurst Partners LLC

Name: Oakhurst Partners LLC — Forus 401(k), Form 5500 (2024)
Creator: Oakhurst Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forus 401(k)

401(k) retirement plan · Oakhurst Partners LLC's Forus 401(k) held $1.5M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Justin Ramirez signed Oakhurst Partners LLC's 2024 Form 5500 as plan administrator.

Justin Ramirez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Oakhurst Partners LLC's EIN is 02-0719217.

EIN 02-0719217

Plan number 001

Plan year 2024

ACK ID 20250729185910NAL0008499906001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oakhurst Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oakhurst Partners LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OAKHURST PARTNERS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OAKHURST PARTNERS LLC

EIN

all filings

Address

148 MADISON AVENUE · 13TH FLOOR · NEW YORK, NY · 10016

Phone

(212) 502-3220

Industry

Retail Trade

Plan administrator

Name

FORUSALL, INC.

EIN

46-1803145

City

SAN CARLOS, CA

Phone

(844) 401-2253

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2X · Other multiple-employer DC plan

Service providers (Schedule C)

Small plans don't disclose service providers

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