Original filing (PDF)20251006090207NAL0003395489001

MIDLAND OAK CAPITAL LLC

Name: MIDLAND OAK CAPITAL LLC — ADVANTAGE AMERICA NEW YORK REGIONAL CENTER 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MIDLAND OAK CAPITAL LLC

Form 5500-SF

FILING_RECEIVED

ADVANTAGE AMERICA NEW YORK REGIONAL CENTER 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$852K

Net assets (EOY)

$852K

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.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

MIDLAND OAK CAPITAL LLC

EIN

46-2778920

Address

400 TENAFLY ROAD · UNITY 1057 · TENAFLY, NJ · 07670

Phone

(646) 365-1922

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