Original filing (PDF)20230728062359NAL0013464145001

JASON WARNKE DBA THE OAKBRIDGE GROUP

Name: JASON WARNKE DBA THE OAKBRIDGE GROUP — THE OAKBRIDGE GROUP 401(K) PLAN, Form 5500 (2022)
Creator: JASON WARNKE DBA THE OAKBRIDGE GROUP

Form 5500-SF

FILING_RECEIVED

THE OAKBRIDGE GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JASON WARNKE DBA THE OAKBRIDGE GROUP.

Plan sponsor

Name

JASON WARNKE DBA THE OAKBRIDGE GROUP

EIN

61-1707188

Address

2 MOUNTAIN VIEW AVE · AVON, CT · 06001

Phone

(860) 470-0007

Industry

Finance & Insurancesee 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

2023-07-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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