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
54
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OAK ROOT LLC D/B/A OAK ROOT.
Plan sponsor
Name
OAK ROOT LLC D/B/A OAK ROOT
EIN
47-4164472
Address
2629 SYCAMORE CANYON RD. · SANTA BARBARA, CA · 93108
