How big is SURE Oak Solutions LLC's plan?

SURE Oak Solutions LLC's plan reported $36K in assets and 12 participants for 2022.

Original filing (PDF)20230527221055NAL0023292576054

SURE Oak Solutions LLC

Name: SURE Oak Solutions LLC — SURE Oak Solutions LLC, Form 5500 (2022)
Creator: SURE Oak Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SURE Oak Solutions LLC 401(k) Plan

401(k) retirement plan · SURE Oak Solutions LLC's SURE Oak Solutions LLC 401(k) Plan held $36K in plan assets for 12 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

People on this filing

Christine Rimer signed SURE Oak Solutions LLC's 2022 Form 5500 as plan administrator.

Christine Rimer — 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

SURE Oak Solutions LLC's EIN is 85-0918099.

EIN 85-0918099

Plan number 001

Plan year 2022

ACK ID 20230527221055NAL0023292576054

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for SURE Oak Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

SURE Oak Solutions 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 SURE OAK SOLUTIONS 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