How big is Two Oaks Investments, LLC's plan?

Two Oaks Investments, LLC's plan reported $2.8M in assets and 55 participants for 2025.

Original filing (PDF)20260330130859NAL0009221297001

Two Oaks Investments, LLC

Name: Two Oaks Investments, LLC — Bluestem and CBR 401(k), Form 5500 (2025)
Creator: Two Oaks Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bluestem and CBR 401(k) Plan

401(k) retirement plan · Two Oaks Investments, LLC's Bluestem and CBR 401(k) Plan held $2.8M in plan assets for 55 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Sarah Roberts signed Two Oaks Investments, LLC's 2025 Form 5500 as plan administrator.

Sarah Roberts — 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

Two Oaks Investments, LLC's EIN is 32-0577325.

EIN 32-0577325

Plan number 001

Plan year 2025

ACK ID 20260330130859NAL0009221297001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Two Oaks Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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