Sandra Monroe signed Oak Tree Software, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oak Tree Software, Inc.'s EIN is 73-1484518.
Download the official 2024 Form 5500 (PDF) for Oak Tree Software, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oak Tree Software, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL ADVISORS INC | 73-1044294 | — | ADVISOR | $11K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
