How big is True Oil Enterprises, LLC's plan?

True Oil Enterprises, LLC's plan reported $2.4M in assets and 2 participants for 2024.

Original filing (PDF)20251008143718NAL0003364275001

True Oil Enterprises, LLC

Name: True Oil Enterprises, LLC — True Oil Enterprises, Form 5500 (2024)
Creator: True Oil Enterprises, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

True Oil Enterprises, LLC 401(k) Plan

401(k) retirement plan · True Oil Enterprises, LLC's True Oil Enterprises, LLC 401(k) Plan held $2.4M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Dana Bowen signed True Oil Enterprises, LLC's 2024 Form 5500 as plan administrator.

Dana Bowen — 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

True Oil Enterprises, LLC's EIN is 20-3208227.

EIN 20-3208227

Plan number 001

Plan year 2024

ACK ID 20251008143718NAL0003364275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for True Oil Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

True Oil Enterprises, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUE OIL ENTERPRISES, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

TRUE OIL ENTERPRISES, LLC

EIN

all filings

Address

226 W OJAI AVE #101-528 · OJAI, CA · 93023

Phone

(805) 640-2461

Industry

Professional & Technical Services

Plan administrator