Back to filter
Original filing (PDF)20231016150413NAL0025933923001
OAKBROOK SOLUTIONS INC
Form 5500-SF
FILING_RECEIVED
OAKBROOK SOLUTIONS INC 401(K) PLAN
401(k) retirement plan
Active participants
69
Accounts w/ balance
50
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OAKBROOK SOLUTIONS INC.
Plan sponsor
Name
OAKBROOK SOLUTIONS INC
EIN
56-2206640
Address
301 N MAIN STREET STE 2304 FL 23 · WINSTON SALEM, NC · 27101
Phone
(336) 714-0321
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size All Other Professional Services plans
CASES BY SOURCE, INC.
CASES BY SOURCE PROFIT SHARING & 401(K) PLAN
$3.9M · 22 participants
OAK MEDICAL SC
OAK MEDICAL SC RETIREMENT PLAN
$3.9M · 93 participants
TAURUS TECHNOLOGIES
TAURUS TECHNOLOGIES 401(K) PLAN
$3.9M · 83 participants
CONSUMER EDUCATION SERVICES, INC.
CONSUMER EDUCATION SERVICES, INC. 401(K) PLAN
$3.9M · 21 participants
ALTERG, INC.
ALTERG, INC. 401(K) PLAN
$3.9M · 49 participants
THE PM GROUP
THE PM GROUP 401(K) PLAN
$3.9M · 71 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants