How big is Oakpointe, LLC's plan?

Oakpointe, LLC's plan reported $3.7M in assets and 14 participants for 2025.

Original filing (PDF)20260520084259NAL0001578739001

Oakpointe, LLC

Name: Oakpointe, LLC — Oakpointe, LLC 401(k), Form 5500 (2025)
Creator: Oakpointe, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oakpointe, LLC 401(k)

401(k) retirement plan · Oakpointe, LLC's Oakpointe, LLC 401(k) held $3.7M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

KIM Ross signed Oakpointe, LLC's 2025 Form 5500 as plan administrator.

KIM Ross — 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

Oakpointe, LLC's EIN is 45-2711974.

EIN 45-2711974

Plan number 001

Plan year 2025

ACK ID 20260520084259NAL0001578739001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Oakpointe, 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 OAKPOINTE, 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OAKPOINTE, LLC

EIN

all filings

Address

3025 112TH AVE NE · STE 100 · BELLEVUE, WA · 98004

Phone

(425) 898-2102

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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