Original filing (PDF)20250327132455NAL0026550128001

OAKBROOK MANAGEMENT LLC

Name: OAKBROOK MANAGEMENT LLC — OAKBROOK MANAGEMENT LLC SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: OAKBROOK MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

OAKBROOK MANAGEMENT LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6K

Net assets (EOY)

$2K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

OAKBROOK MANAGEMENT LLC

EIN

26-2970615all filings

Address

7616 SLATE RIDGE BLVD · REYNOLDSBURG, OH · 43068

Phone

(614) 762-6267

Industry

Real Estatesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-27

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

URURA INC

TRUST ART REALTY 401(K) PLAN

$6K · 4 participants

J O BLANTON HOUSE

J O BLANTON HOUSE CBS BENEFIT PLAN

$6K · 11 participants

J STREET INN, LP

J STREET INN, LP 401(K) PLAN

$6K · 8 participants

PAH INVESTMENTS LLC

PAH INVESTMENTS LLC MCF BENEFIT PLAN

$6K · 2 participants

PEREGRINE TOWER ASSOCIATION

PEREGRINE TOWER ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST

$6K · 6 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.