Back to filter
Original filing (PDF)20241014121828NAL0026127649001
OAKLAND MANAGER LLC
Form 5500
FILING_RECEIVED
OAKLAND MANAGER 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OAKLAND MANAGER LLC.
Plan sponsor
Name
OAKLAND MANAGER LLC
EIN
81-0863510
Address
93 ROUTE 37 · PO BOX 206 · EDGEWOOD, IL · 62426
Phone
(817) 235-2450
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-29
Filed
2024-10-14
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEADING RETIREMENT SOLUTIONS, LLC | 45-1200308 | SEATTLE, WA | RECORDKEEPER | $54K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using LEADING RETIREMENT SOLUTIONS, LLC
LEADING PLAN SOLUTIONS, INC.
LEADING PLAN SOLUTIONS POOLED EMPLOYER PLAN #1
$51.5M · 517 participants
DIRECT URGENT CARE, INC. DBA CARBON HEALTH
CARBON HEALTH 401(K) PLAN
$42.4M · 1,296 participants
THE LIBERTY COMPANY INSURANCE BROKERS, INC.
THE LIBERTY COMPANY 401(K) PLAN
$29.9M · 767 participants
ASSOCIATION OF ECONOMIC COLLABORATION AND GROWTH
ASSOCIATION OF ECONOMIC COLLABORATION AND GROWTH MULTIPLE EMPLOYER RETIREMENT PLAN
$21.7M · 5,135 participants
LEADING PLAN SOLUTIONS, INC.
RETIRE RIGHT 401(K) PLAN
$9.0M · 711 participants
LLI HOLDINGS, INC.
LLI HOLDINGS, INC. 401(K) PLAN
$7.8M · 193 participants
Similar-size Agriculture, Forestry, Fishing, Hunting plans
R & J HONEYBEES LLC
R & J HONEYBEES LLC 401K PLAN
$0 · 3 participants
TALENT ADVISORY PARTNERS LLC
TALENT ADVISORY PARTNERS LLC SOCA BENEFIT PLAN
$0
NISSEN VINEYARD SERVICES, INC.
NISSEN VINEYARD SERVICES, INC. PROFIT SHARING PLAN
$0
INBODEN BROTHERS, INC.
INBODEN BROTHERS, INC. 401(K) PROFIT SHARING PLAN
$0
FRUIT WORLD COMPANY, INC.
FRUIT WORLD COMPANY, INC. RETIREMENT PLAN
$0
SANDOVAL LABOR CONTRACTOR
SANDOVAL LABOR CONTRACTOR 401(K) PLAN
$0 · 6 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B