How big is Crooked Oak LLC's plan?

Crooked Oak LLC's plan reported $467K in assets and 12 participants for 2024.

Original filing (PDF)20250929074526NAL0026184098001

Crooked Oak LLC

Name: Crooked Oak LLC — Crooked Oak Retirement Plan, Form 5500 (2024)
Creator: Crooked Oak LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crooked Oak Retirement Plan

401(k) retirement plan · Crooked Oak LLC's Crooked Oak Retirement Plan held $467K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$467K

Net assets (EOY)

$467K

People on this filing

Joe Daschbach signed Crooked Oak LLC's 2024 Form 5500 as plan administrator.

Joe Daschbach — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Crooked Oak LLC's EIN is 81-0635812.

EIN 81-0635812

Plan number 001

Plan year 2024

ACK ID 20250929074526NAL0026184098001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Crooked Oak LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Crooked Oak LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CROOKED OAK LLC.

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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