How big is Oak 1 LLC's plan?

Oak 1 LLC's plan reported $995 in assets and 11 participants for 2023.

Original filing (PDF)20240703092502NAL0013324514001

Oak 1 LLC

Name: Oak 1 LLC — Oak 1 LLC 401(k) Plan, Form 5500 (2023)
Creator: Oak 1 LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak 1 LLC 401(k) Plan

401(k) retirement plan · Oak 1 LLC's Oak 1 LLC 401(k) Plan held $995 in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$995

Net assets (EOY)

$995

People on this filing

Shirley Horner signed Oak 1 LLC's 2023 Form 5500 as plan administrator.

Shirley Horner — 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

Oak 1 LLC's EIN is 84-1784009.

EIN 84-1784009

Plan number 001

Plan year 2023

ACK ID 20240703092502NAL0013324514001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Oak 1 LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Oak 1 LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OAK 1 LLC

EIN

all filings

Address

6081 CENTER DR · STE 213 · LOS ANGELES, CA · 90045

Phone

(786) 642-6044

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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