How big is Oakmonte Insurance, LLC.'s plan?

Oakmonte Insurance, LLC.'s plan reported $9K in assets and 3 participants for 2025.

Original filing (PDF)20260417220107NAL0030745568055

Oakmonte Insurance, LLC.

Name: Oakmonte Insurance, LLC. — Oakmonte Insurance 401(k), Form 5500 (2025)
Creator: Oakmonte Insurance, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oakmonte Insurance 401(k) Plan

401(k) retirement plan · Oakmonte Insurance, LLC.'s Oakmonte Insurance 401(k) Plan held $9K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

People on this filing

Elantha Barry signed Oakmonte Insurance, LLC.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Oakmonte Insurance, LLC.'s EIN is 83-4640662.

EIN 83-4640662

Plan number 001

Plan year 2025

ACK ID 20260417220107NAL0030745568055

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Oakmonte Insurance, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Oakmonte Insurance, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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