· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OAKLAND SCHOOL, INC. — OAKLAND SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20231108130006NAL0032017712001
OAKLAND SCHOOL, INC.
Form 5500-SF
FILING_RECEIVED
OAKLAND SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
2
Accounts w/ balance
22
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OAKLAND SCHOOL, INC.
.
Find decision makers
Plan sponsor
Name
OAKLAND SCHOOL, INC.
EIN
54-0884554
Address
128 OAKLAND FARM WAY · TROY, VA · 22974
Phone
(434) 293-9059
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
012
Plan year
2022
Plan year begin
2022-09-01
Tax period
2023-08-31
Filed
2023-11-08
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
DISCOVERY CHARTER PREPARATORY SCHOOL
403(B) THRIFT PLAN OF DISCOVERY CHARTER PREPARATORY SCHOOL
$2.1M · 18 participants
ALLIANCE FOR DECISION EDUCATION, INC.
ALLIANCE FOR DECISION EDUCATION 401(K) PLAN
$2.1M · 34 participants
PACIFIC CREST SCHOOL
PACIFIC CREST SCHOOL 403(B) PLAN
$2.1M · 58 participants
GAME-U
GAME-U 401(K) PLAN
$2.1M · 187 participants
POTOMAC COLLEGE, LLC
POTOMAC COLLEGE LLC 401(K) PLAN
$2.1M · 130 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
GREEN PINES ACADEMY
NOONAN ELEMENTARY ACADEMY EMPLOYEE RETIREMENT PLAN
$2.1M · 31 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
