Original filing (PDF)20250311134123NAL0017579009001

JAMES L. OATES, III ENTERPRISES INC

Name: JAMES L. OATES, III ENTERPRISES INC — JAMES L. OATES, III ENTERPRISES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: JAMES L. OATES, III ENTERPRISES INC

Form 5500-SF

FILING_RECEIVED

JAMES L. OATES, III ENTERPRISES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES L. OATES, III ENTERPRISES INC.

Plan sponsor

Name

JAMES L. OATES, III ENTERPRISES INC

EIN

58-2287018

Address

1378 GEORGIA HWY 46 · REGISTER, GA · 30452

Phone

(912) 488-2447

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator