Original filing (PDF)20250412220629NAL0025729521077

OAKMONTE INSURANCE, LLC.

Name: OAKMONTE INSURANCE, LLC. — OAKMONTE INSURANCE 401(K) PLAN, Form 5500 (2024)
Creator: OAKMONTE INSURANCE, LLC.

Form 5500-SF

FILING_RECEIVED

OAKMONTE INSURANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

OAKMONTE INSURANCE, LLC.

EIN

83-4640662all filings

Address

2606 ZION RD. · STE 0 · HENDERSON, KY · 42420

Phone

(270) 216-1232

Industry