Original filing (PDF)20251007163057NAL0002825187001

WILD OAKS INVESTMENT MANAGEMENT SERVICES CORPORATION

Name: WILD OAKS INVESTMENT MANAGEMENT SERVICES CORPORATION — WILD OAKS INVESTMENT 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WILD OAKS INVESTMENT MANAGEMENT SERVICES CORPORATION

Form 5500-SF

FILING_RECEIVED

WILD OAKS INVESTMENT 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$279K

Net assets (EOY)

$279K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILD OAKS INVESTMENT MANAGEMENT SERVICES CORPORATION.

Plan sponsor

Name

WILD OAKS INVESTMENT MANAGEMENT SERVICES CORPORATION

EIN

93-4814821all filings

Address

3912 LENOX DR. · FORT WORTH, TX · 76107

Phone

(469) 585-9418

Industry

Professional & Technical Servicessee all

Plan administrator