WES Kremer signed CCDE/Oakstone Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CCDE/Oakstone Academy's EIN is 31-1666674.
Download the official 2024 Form 5500 (PDF) for CCDE/Oakstone Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CCDE/Oakstone Academy's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART ADVISORS | — | DUBLIN, OH | INVESTMENT ADVISOR | $18K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REA & ASSOCIATES | 34-1310124 | — | TPA | $2K | — |
