Original filing (PDF)20250908161502NAL0041380850001

THE OAK CREEK COMPANY

Name: THE OAK CREEK COMPANY — THE OAK CREEK COMPANY RETIREMENT PLAN, Form 5500 (2023)
Creator: THE OAK CREEK COMPANY

Form 5500-SF

FILING_RECEIVED

THE OAK CREEK COMPANY RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 THE OAK CREEK COMPANY.

Plan sponsor

Name

THE OAK CREEK COMPANY

EIN

77-0036582

Address

4656 VINTAGE RANCH LANE · SANTA BARBARA, CA · 93110

Phone

(805) 698-0795

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-31

Tax period

2024-12-30

Filed

2025-09-08

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1E · Section 401(h) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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