How big is Oakcrest Capital, LLC's plan?

Oakcrest Capital, LLC's plan reported $57K in assets and 4 participants for 2024.

Original filing (PDF)20250612100715NAL0014670899001

Oakcrest Capital, LLC

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

Form 5500-SF

FILING_RECEIVED

Oakcrest Capital, LLC 401(k) P/S Plan

401(k) retirement plan · Oakcrest Capital, LLC's Oakcrest Capital, LLC 401(k) P/S Plan held $57K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$57K

Net assets (EOY)

$57K

People on this filing

Ryan H Nietert signed Oakcrest Capital, LLC's 2024 Form 5500 as plan administrator.

Ryan H Nietert — 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

Oakcrest Capital, LLC's EIN is 46-1467209.

EIN 46-1467209

Plan number 001

Plan year 2024

ACK ID 20250612100715NAL0014670899001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oakcrest Capital, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OAKCREST CAPITAL, 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