How big is TAD Benefits LLC's plan?

TAD Benefits LLC's plan reported $7K in assets and 3 participants for 2024.

Original filing (PDF)20251013124552NAL0000609443001

TAD Benefits LLC

Name: TAD Benefits LLC — Oakmont Benefits 401(k) Plan, Form 5500 (2024)
Creator: TAD Benefits LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oakmont Benefits 401(k) Plan

401(k) retirement plan · TAD Benefits LLC's Oakmont Benefits 401(k) Plan held $7K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

People on this filing

Richard Tatum signed TAD Benefits LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

TAD Benefits LLC's EIN is 84-2060235.

EIN 84-2060235

Plan number 001

Plan year 2024

ACK ID 20251013124552NAL0000609443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TAD Benefits LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TAD Benefits 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 TAD BENEFITS LLC.

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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

Helping the score