· 2022–2024 · DOL EFAST2

Lone Oak Trust Company — Lone Oak Trust Company, Form 5500 (2025)

Original filing (PDF)20260717101927NAL0004359571001

Lone Oak Trust Company

Form 5500-SF

FILING_RECEIVED

Lone Oak Trust Company 401(k) Plan

401(k) retirement plan · Lone Oak Trust Company's Lone Oak Trust Company 401(k) Plan held $463K in plan assets for 10 participants in 2025.

Active participants

10

Accounts w/ balance

11

Plan assets (EOY)

$463K

Net assets (EOY)

$463K

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

79

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 LONE OAK TRUST COMPANY.

Plan sponsor

Name

LONE OAK TRUST COMPANY

EIN

92-1474624all filings

Address

301 COMMERCE STREET, SUITE 1380 · FORT WORTH, TX · 76102

Phone

(817) 992-1312

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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