How big is Oak Rocket's plan?

Oak Rocket's plan reported $492K in assets for 2024.

Original filing (PDF)20250505100503NAL0008005713001

Oak Rocket

Name: Oak Rocket — Oak Rocket 401(k) Plan, Form 5500 (2024)
Creator: Oak Rocket
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Rocket 401(k) Plan

401(k) retirement plan · Oak Rocket's Oak Rocket 401(k) Plan reported $492K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$492K

Net assets (EOY)

$492K

People on this filing

DAO Jensen signed Oak Rocket's 2024 Form 5500 as plan administrator.

DAO Jensen — 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 Rocket's EIN is 86-3529562.

EIN 86-3529562

Plan number 001

Plan year 2024

ACK ID 20250505100503NAL0008005713001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Rocket's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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.

Plan sponsor

Name

OAK ROCKET

EIN

all filings

Address

119 NUECES ST. · AUSTIN, TX · 78701

Phone

(415) 515-1909

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-05

Pension benefit codes

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

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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