Original filing (PDF)20260210174923NAL0003450624001

A.W. OAKES & SON, INC.

Name: A.W. OAKES & SON, INC. — A.W. OAKES & SON, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: A.W. OAKES & SON, INC.

Form 5500-SF

FILING_RECEIVED

A.W. OAKES & SON, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan health score

/ 100

Grade B

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A.W. OAKES & SON, INC..

Plan sponsor

Name

A.W. OAKES & SON, INC.

EIN

39-0967026

Address

2000 OAKES ROAD · RACINE, WI · 53406

Phone

(262) 886-4474

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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