· 2022–2024 · DOL EFAST2

Oakmont Industrial Group IV, LLC — Oakmont Industria, Form 5500 (2024)

Original filing (PDF)20250926130108NAL0011837043001

Oakmont Industrial Group IV, LLC

Form 5500-SF

FILING_RECEIVED

Oakmont Industrial Group IV, LLC 401(k) Plan

401(k) retirement plan · Oakmont Industrial Group IV, LLC's Oakmont Industrial Group IV, LLC 401(k) Plan held $8.3M in plan assets for 12 participants in 2024.

Signals · 1

High average account balance

Active participants

12

Accounts w/ balance

13

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

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

79

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

OAKMONT INDUSTRIAL GROUP IV, LLC

EIN

81-4953320all filings

Address

3520 PIEDMONT ROAD SUITE 100 · ATLANTA, GA · 303051511

Phone

(678) 904-3601

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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