How big is Oklahoma Energy Advisors LLC's plan?

Oklahoma Energy Advisors LLC's plan reported $71K in assets and 2 participants for 2024.

Original filing (PDF)20250716111616NAL0002357107001

Oklahoma Energy Advisors LLC

Name: Oklahoma Energy Advisors LLC — Oklahoma Energy, Form 5500 (2024)
Creator: Oklahoma Energy Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oklahoma Energy Advisors 401(k) Plan

401(k) retirement plan · Oklahoma Energy Advisors LLC's Oklahoma Energy Advisors 401(k) Plan held $71K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$71K

Net assets (EOY)

$71K

People on this filing

Shirley Horner signed Oklahoma Energy Advisors LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Oklahoma Energy Advisors LLC's EIN is 81-0978746.

EIN 81-0978746

Plan number 001

Plan year 2024

ACK ID 20250716111616NAL0002357107001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oklahoma Energy Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OKLAHOMA ENERGY ADVISORS 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