Original filing (PDF)20251014112619NAL0005620610001

OAKWOOD ENERGY MANAGEMENT, INC.

Name: OAKWOOD ENERGY MANAGEMENT, INC. — OAKWOOD ENERGY MANAGEMENT, INC. UNION 401(K) PLAN, Form 5500 (2024)
Creator: OAKWOOD ENERGY MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

OAKWOOD ENERGY MANAGEMENT, INC. UNION 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

124

Accounts w/ balance

Plan assets (EOY)

$354K

Net assets (EOY)

$354K

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OAKWOOD ENERGY MANAGEMENT, INC..

Plan sponsor

Name

OAKWOOD ENERGY MANAGEMENT, INC.

EIN

38-1557680