How big is Thatcher Oaks Inc.'s plan?

Thatcher Oaks Inc.'s plan reported $493K in assets and 19 participants for 2025.

Original filing (PDF)20260304150333NAL0008212466001

Thatcher Oaks Inc.

Name: Thatcher Oaks Inc. — Thatcher Oaks 401(k) Plan, Form 5500 (2025)
Creator: Thatcher Oaks Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thatcher Oaks 401(k) Plan

401(k) retirement plan · Thatcher Oaks Inc.'s Thatcher Oaks 401(k) Plan held $493K in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$493K

Net assets (EOY)

$493K

People on this filing

James Patten signed Thatcher Oaks Inc.'s 2025 Form 5500 as plan administrator.

James Patten — 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

Thatcher Oaks Inc.'s EIN is 36-3529225.

EIN 36-3529225

Plan number 001

Plan year 2025

ACK ID 20260304150333NAL0008212466001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Thatcher Oaks Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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