Original filing (PDF)20251010081011NAL0017954770001

ORACLE AZ PARTNERS, LLC

Name: ORACLE AZ PARTNERS, LLC — ORACLE AZ PARTNERS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: ORACLE AZ PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

ORACLE AZ PARTNERS, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

367

Accounts w/ balance

526

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORACLE AZ PARTNERS, LLC.

Plan sponsor

Name

ORACLE AZ PARTNERS, LLC

EIN

92-2797939

Address

3950 W. STATE HIGHWAY 77 · ORACLE, AZ · 85623

Phone

(520) 402-3229

Industry

Retail Tradesee all

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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