STATELY OAK LLC 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$376K
Net assets (EOY)
$376K
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
89
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STATELY OAK LLC.
Plan sponsor
Name
STATELY OAK LLC
EIN
45-4226687
Address
4370 TOWN CENTER BLVD · SUITE 240 · EL DORADO HILLS, CA · 95762
