Original filing (PDF)20250715123847NAL0001605955001

HISTORIC OAKLAND FOUNDATION INC.

Name: HISTORIC OAKLAND FOUNDATION INC. — HISTORIC OAKLAND FOUNDATION INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HISTORIC OAKLAND FOUNDATION INC.

Form 5500-SF

FILING_RECEIVED

HISTORIC OAKLAND FOUNDATION INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 0.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HISTORIC OAKLAND FOUNDATION INC..

Plan sponsor

Name

HISTORIC OAKLAND FOUNDATION INC.

EIN

58-1267603

Address

248 OAKLAND AVE SE · ATLANTA, GA · 303122220

Phone

(404) 549-8932

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-08-08

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total 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

Service providers (Schedule C)

Small plans don't disclose service providers

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