Original filing (PDF)20230731150208NAL0033557282002

OAKTOP CAPITAL MANAGEMENT II

Name: OAKTOP CAPITAL MANAGEMENT II — OAKTOP CAPITAL MANAGEMENT II MONEY PURCHASE PLAN, Form 5500 (2022)
Creator: OAKTOP CAPITAL MANAGEMENT II

Form 5500-SF

FILING_RECEIVED

OAKTOP CAPITAL MANAGEMENT II MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$57K

Net assets (EOY)

$57K

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.

Decision-maker contacts

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

Plan sponsor

Name

OAKTOP CAPITAL MANAGEMENT II

EIN

27-2166726all filings

Address

1 MAIN STREERT · CHATHAM, NJ · 07928

Phone

(973) 635-3854

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-31

Pension benefit codes

2C · Money purchase (other than target benefit)

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

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