Original filing (PDF)20240619052014NAL0007667394001

OAKMORE EQUESTRIAN, INC.

Name: OAKMORE EQUESTRIAN, INC. — OAKMORE EQUESTRIAN INC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: OAKMORE EQUESTRIAN, INC.

Form 5500-SF

FILING_RECEIVED

OAKMORE EQUESTRIAN INC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OAKMORE EQUESTRIAN, INC..

Plan sponsor

Name

OAKMORE EQUESTRIAN, INC.

EIN

47-1164785

Address

4905 NW 110TH AVE · OCALA, FL · 34482

Phone

(828) 423-1075

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

62-1874769

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-19

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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