· 2022–2024 · DOL EFAST2

Oak Mountain LLC — Oak Mountain LLC 401(k), Form 5500 (2025)

Original filing (PDF)20260719165418NAL0008416897001

Oak Mountain LLC

Form 5500-SF

FILING_RECEIVED

Oak Mountain LLC 401(k)

401(k) retirement plan · Oak Mountain LLC's Oak Mountain LLC 401(k) held $30K in plan assets for 19 participants in 2025.

Active participants

19

Accounts w/ balance

15

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

Plan health score

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

100

Total plan cost

n/a

Plan health

37

Vendor & structure

100

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

OAK MOUNTAIN LLC

EIN

45-5530069all filings

Address

141 NOVOSEL WAY · SPECULATOR, NY · 12164

Phone

(802) 793-4520

Industry

Accommodation & Food Services

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

2026-07-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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