Original filing (PDF)20230527221055NAL0023292576054

SURE OAK SOLUTIONS LLC

Name: SURE OAK SOLUTIONS LLC — SURE OAK SOLUTIONS LLC 401(K) PLAN, Form 5500 (2022)
Creator: SURE OAK SOLUTIONS LLC

Form 5500-SF

FILING_RECEIVED

SURE OAK SOLUTIONS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

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

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

Decision-maker contacts

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

Plan sponsor

Name

SURE OAK SOLUTIONS LLC

EIN

85-0918099all filings

Address

77 SANDS STREET · 6TH FLOOR · BROOKLYN, NY · 11201

Phone

(800) 736-7190

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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