Original filing (PDF)20231025190758NAL0008820432001

OAKMONT EDUCATION, LLC

Name: OAKMONT EDUCATION, LLC — OAKMONT EDUCATION LLC 401 (K) PLAN, Form 5500 (2022)
Creator: OAKMONT EDUCATION, LLC

Form 5500-SF

FILING_RECEIVED

OAKMONT EDUCATION LLC 401 (K) PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$372K

Net assets (EOY)

$372K

Plan health score

/ 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OAKMONT EDUCATION, LLC.

Plan sponsor

Name

OAKMONT EDUCATION, LLC

EIN

82-5010724

Address

481 N CLEVELAND MASSILLON RD · AKRON, OH · 443332426

Phone

(330) 476-4114

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-25

Pension benefit codes

2G · Total participant-directed accounts

Welfare benefit codes

4Q · Other

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

CHEROKEE CREEK BOYS SCHOOL

CHEROKEE CREEK BOYS SCHOOL RETIREMENT SAVINGS PLAN

$372K · 74 participants

MONTESSORI SCHOOL OF LAKE NONA

MONTESSORI SCHOOL OF LAKE NONA 401(K) PROFIT SHARING PLAN & TRUST

$372K · 32 participants

FIVE TOWNS COMMUNITY CENTER INC.

FIVE TOWNS COMMUNITY CENTER INC. 403(B) PLAN

$372K · 6 participants

THE ATTAINMENT NETWORK

THE ATTAINMENT NETWORK 401(K) PLAN

$372K · 8 participants

CAROUSEL PRESCHOOL LLC

CAROUSEL PRESCHOOL LLC 401K PLAN