How big is Oakcroft Associates, Inc.'s plan?

Oakcroft Associates, Inc.'s plan reported $3.7M in assets and 33 participants for 2024.

Original filing (PDF)20250610144425NAL0011673155001

Oakcroft Associates, Inc.

Name: Oakcroft Associates, Inc. — Roofmaster, Inc. 401(k), Form 5500 (2024)
Creator: Oakcroft Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roofmaster, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Oakcroft Associates, Inc.'s Roofmaster, Inc. 401(k) Profit Sharing Plan held $3.7M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

James D Yundt signed Oakcroft Associates, Inc.'s 2024 Form 5500 as plan administrator.

James D Yundt — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Oakcroft Associates, Inc.'s EIN is 95-1544504.

EIN 95-1544504

Plan number 002

Plan year 2024

ACK ID 20250610144425NAL0011673155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oakcroft Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oakcroft Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OAKCROFT ASSOCIATES, INC..

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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

Knocking points off