How big is Oakwon Demographics LLC's plan?

Oakwon Demographics LLC's plan reported $590K in assets and 11 participants for 2025.

Original filing (PDF)20260423220450NAL0005237409093

Oakwon Demographics LLC

Name: Oakwon Demographics LLC — Oakwon Demographics 401(k), Form 5500 (2025)
Creator: Oakwon Demographics LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oakwon Demographics 401(k) Plan

401(k) retirement plan · Oakwon Demographics LLC's Oakwon Demographics 401(k) Plan held $590K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$590K

Net assets (EOY)

$590K

Plan identifiers

Oakwon Demographics LLC's EIN is 46-4995839.

EIN 46-4995839

Plan number 001

Plan year 2025

ACK ID 20260423220450NAL0005237409093

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Oakwon Demographics LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

OAKWON DEMOGRAPHICS LLC

EIN

all filings

Address

67 PIQUETS LN · WOODBURY, NY · 11797

Phone

(347) 870-6050

Industry

Professional & Technical Services

Plan administrator