How big is Stately Oak LLC's plan?

Stately Oak LLC's plan reported $376K in assets and 3 participants for 2024.

Original filing (PDF)20250728121157NAL0002000305001

Stately Oak LLC

Name: Stately Oak LLC — Stately Oak LLC 401(k) Profit, Form 5500 (2024)
Creator: Stately Oak LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stately Oak LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Stately Oak LLC's Stately Oak LLC 401(k) Profit Sharing Plan and Trust held $376K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$376K

Net assets (EOY)

$376K

People on this filing

Taylor Karis signed Stately Oak LLC's 2024 Form 5500 as plan administrator.

Taylor Karis — 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

Stately Oak LLC's EIN is 45-4226687.

EIN 45-4226687

Plan number 001

Plan year 2024

ACK ID 20250728121157NAL0002000305001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stately Oak 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 STATELY OAK 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