Original filing (PDF)20250715143837NAL0004955778001

OATS & MARINO

Name: OATS & MARINO — OATS & MARINO 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: OATS & MARINO

Form 5500-SF

FILING_RECEIVED

OATS & MARINO 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OATS & MARINO.

Plan sponsor

Name

OATS & MARINO

EIN

72-1075517

Address

100 E VERMILLION ST STE 400 · LAFAYETTE, LA · 70501

Phone

(337) 233-1100

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MATSUBARA KOTAKE TABATA AAL ALC

MATSUBARA KOTAKE TABATA AAL ALC PROFIT SHARING PLAN

$1.2M · 4 participants

RAGGIO, CAPPEL, CHOZEN & BERNIARD

RAGGIO, CAPPEL, CHOZEN & BERNIARD PROFIT SHARING PLAN

$1.2M · 4 participants

DAVIS STEPHENSON PLLC

DAVIS STEPHENSON PLLC 401(K) PLAN

$1.2M · 5 participants

THOMPSON, BRODY & KAPLAN, LLP

THOMPSON, BRODY & KAPLAN, LLP PROFIT SHARING PLAN

$1.2M · 9 participants

WALBRAN & FURNESS CHARTERED

WALBRAN & FURNESS CHARTERED 401(K) PROFIT SHARING PLAN