Original filing (PDF)20241008110636NAL0008285827001

OAK DISTRIBUTION SOUTH, INC.

Name: OAK DISTRIBUTION SOUTH, INC. — OAK DISTRIBUTION SOUTH, INC. 401(K) SAVINGS RETIREMENT PLAN, Form 5500 (2023)
Creator: OAK DISTRIBUTION SOUTH, INC.

Form 5500-SF

FILING_RECEIVED

OAK DISTRIBUTION SOUTH, INC. 401(K) SAVINGS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OAK DISTRIBUTION SOUTH, INC..

Plan sponsor

Name

OAK DISTRIBUTION SOUTH, INC.

EIN

85-3744815

Address

1601 8TH AVENUE · FORT WORTH, TX · 76104

Phone

(323) 268-0507

Industry

Wholesale Tradesee all

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

2024-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

CLEARWATER SPECIALTIES LLC

CLEARWATER SPECIALTIES LLC PENSION PLAN

EASTERN BAG & PAPER COMPANY, INC.

EASTERN BAG & PAPER COMPANY, INC. 401(K) PLAN

HR INDUSTRIES, INC.

HR INDUSTRIES, INC. 401(K) PLAN

OFFICEMATE, LLC

OFFICEMATE, LLC 401(K) PLAN

LOYOLA PAPER COMPANY

LOYOLA PAPER COMPANY PROFIT SHARING AND RETIREMENT PLAN