Original filing (PDF)20250321094354NAL0008180689001

OKA TRANSFER CO. INC.

Name: OKA TRANSFER CO. INC. — OKA TRANSFER CO. INC. CASH BALANCE PLAN, Form 5500 (2023)
Creator: OKA TRANSFER CO. INC.

Form 5500-SF

FILING_RECEIVED

OKA TRANSFER CO. INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$512K

Net assets (EOY)

$512K

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 OKA TRANSFER CO. INC..

Plan sponsor

Name

OKA TRANSFER CO. INC.

EIN

95-2260314

Address

PO BOX 21405 · LOS ANGELES, CA · 90021

Phone

(626) 318-8561

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-21

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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