How big is Oak Ridge Foundation DBA Oak RID's plan?

Oak Ridge Foundation DBA Oak RID's plan reported $107K in assets and 78 participants for 2024.

Original filing (PDF)20260220050255NAL0009696144001

Oak Ridge Foundation DBA Oak RID

Name: Oak Ridge Foundation DBA Oak RID — Oak Ridge, Form 5500 (2024)
Creator: Oak Ridge Foundation DBA Oak RID
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Ridge Military Academy 401(k) Retirement Plan

401(k) retirement plan · Oak Ridge Foundation DBA Oak RID's Oak Ridge Military Academy 401(k) Retirement Plan held $107K in plan assets for 78 participants in 2024.

Signals · 1

Late filing · 3.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$107K

Net assets (EOY)

$107K

People on this filing

ADAM Forsberg signed Oak Ridge Foundation DBA Oak RID's 2024 Form 5500 as plan administrator.

ADAM Forsberg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Oak Ridge Foundation DBA Oak RID's EIN is 56-0847845.

EIN 56-0847845

Plan number 001

Plan year 2024

ACK ID 20260220050255NAL0009696144001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oak Ridge Foundation DBA Oak RID from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Ridge Foundation DBA Oak RID's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OAK RIDGE FOUNDATION DBA OAK RID.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 3.1 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score