How big is Boone & Oakley, LLC's plan?

Boone & Oakley, LLC's plan reported $3.1M in assets and 13 participants for 2024.

Original filing (PDF)20250923102453NAL0006732400001

Boone & Oakley, LLC

Name: Boone & Oakley, LLC — Boone & Oakley, LLC 401(k), Form 5500 (2024)
Creator: Boone & Oakley, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boone & Oakley, LLC 401(k) Plan

401(k) retirement plan · Boone & Oakley, LLC's Boone & Oakley, LLC 401(k) Plan held $3.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Kathryn Spiecha signed Boone & Oakley, LLC's 2024 Form 5500 as plan administrator.

Kathryn Spiecha — 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

Boone & Oakley, LLC's EIN is 56-2210010.

EIN 56-2210010

Plan number 001

Plan year 2024

ACK ID 20250923102453NAL0006732400001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boone & Oakley, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boone & Oakley, LLC'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 BOONE & OAKLEY, LLC.

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Plan health score

Top-tier plan health

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

BOONE & OAKLEY, LLC

EIN

all filings

Address

1445 SOUTH MINT STREET · CHARLOTTE, NC · 28203

Phone

(704) 333-9797

Industry

Professional & Technical Services

Plan administrator