· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OAKTOWN EQUITY SALES — OAKTOWN EQUITY SALES 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240805162650NAL0001283201001
OAKTOWN EQUITY SALES
Form 5500-SF
FILING_RECEIVED
OAKTOWN EQUITY SALES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
1
Plan assets (EOY)
$2K
Net assets (EOY)
$2K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OAKTOWN EQUITY SALES
.
Find decision makers
Plan sponsor
Name
OAKTOWN EQUITY SALES
EIN
87-2185848
Address
1080 23RD AVE - APT 106 · OAKLAND, CA · 94606
Phone
(925) 325-2680
Industry
Other Services (ex. Public Admin)
see 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
2024-08-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
THE HESTER GROUP, LLC
THE HESTER GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST
$2K
DLS CONSULTING LLC
DLS CONSULTING LLC
$2K · 2 participants
THE BETTER CLEANING INC
THE BETTER CLEANING INC
$2K · 121 participants
JS & J RENOVATIONS LLC
JS & J RENOVATIONS LLC 401K PLAN
$2K · 2 participants
LISA MARCOZZI
LISA MARCOZZI 401(K) PROFIT SHARING PLAN & TRUST
$2K · 4 participants
65
Knocking points off
Only 9% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
AC WOOD FURNITURE, LLC
AC WOOD FURNITURE LLC 401(K) PROFIT SHARING PLAN AND TRUST
$2K · 6 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
