How big is Oak & Stone LLC's plan?

Oak & Stone LLC's plan reported $12K in assets and 10 participants for 2025.

Original filing (PDF)20260514093859NAL0007320163001

Oak & Stone LLC

Name: Oak & Stone LLC — Oak & Stone LLC 401(k) Profit, Form 5500 (2025)
Creator: Oak & Stone LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak & Stone LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Oak & Stone LLC's Oak & Stone LLC 401(k) Profit Sharing Plan & Trust held $12K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Edward Rojas signed Oak & Stone LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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 & Stone LLC's EIN is 84-4519587.

EIN 84-4519587

Plan number 001

Plan year 2025

ACK ID 20260514093859NAL0007320163001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Oak & Stone LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Oak & Stone 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 OAK & STONE 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