How big is Oakwood Solutions, LLC's plan?

Oakwood Solutions, LLC's plan reported $1.7M in assets and 11 participants for 2024.

Original filing (PDF)20250722172949NAL0002690305001

Oakwood Solutions, LLC

Name: Oakwood Solutions, LLC — Oakwood Solutions, LLC, Form 5500 (2024)
Creator: Oakwood Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oakwood Solutions, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Oakwood Solutions, LLC's Oakwood Solutions, LLC 401(k) Profit Sharing Plan held $1.7M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Rebecca Schmitz signed Oakwood Solutions, LLC's 2024 Form 5500 as plan administrator.

Rebecca Schmitz — 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

Oakwood Solutions, LLC's EIN is 39-1883466.

EIN 39-1883466

Plan number 001

Plan year 2024

ACK ID 20250722172949NAL0002690305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oakwood Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oakwood Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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