Original filing (PDF)20260303185358NAL0001550147001

BLACK OAK INVESTMENTS CO.

Name: BLACK OAK INVESTMENTS CO. — BLACK OAK INVESTMENTS CO. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BLACK OAK INVESTMENTS CO.

Form 5500-SF

FILING_RECEIVED

BLACK OAK INVESTMENTS CO. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLACK OAK INVESTMENTS CO..

Plan sponsor

Name

BLACK OAK INVESTMENTS CO.

EIN

94-3408332

Address

510 MARK WEST SPRINGS ROAD · SANTA ROSA, CA · 95404

Phone

(707) 575-3559

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-03-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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