How big is AL Simwhite Oak's plan?

AL Simwhite Oak's plan reported $183K in assets and 3 participants for 2024.

Original filing (PDF)20251009130704NAL0011527376001

AL Simwhite Oak

Name: AL Simwhite Oak — AL Simwhite Oak 401(k) Plan, Form 5500 (2024)
Creator: AL Simwhite Oak
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AL Simwhite Oak 401(k) Plan

401(k) retirement plan · AL Simwhite Oak's AL Simwhite Oak 401(k) Plan held $183K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$183K

Net assets (EOY)

$183K

People on this filing

A. LYSA Simon signed AL Simwhite Oak's 2024 Form 5500 as plan administrator.

A. LYSA Simon — 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

AL Simwhite Oak's EIN is 95-4223484.

EIN 95-4223484

Plan number 001

Plan year 2024

ACK ID 20251009130704NAL0011527376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AL Simwhite Oak from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AL Simwhite Oak's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AL SIMWHITE OAK.

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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

Helping the score