Original filing (PDF)20240322141948NAL0003316883001

OAKWOOD INSURANCE AGENCY, LLC

Name: OAKWOOD INSURANCE AGENCY, LLC — OAKWOOD INSURANCE AGENCY 401(K) PLAN, Form 5500 (2023)
Creator: OAKWOOD INSURANCE AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

OAKWOOD INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OAKWOOD INSURANCE AGENCY, LLC.

Plan sponsor

Name

OAKWOOD INSURANCE AGENCY, LLC

EIN

81-4672047

Address

518 COUNTY ROAD 513 · 2ND FLOOR · CALIFON, NJ · 07830

Phone

(844) 235-9449

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-02

Filed

2024-03-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2X · Other multiple-employer DC plan

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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