Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OATES ENERGY, INC.
EIN 20-2933558utilitiesLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
53
14286 BEACH BLVD. STE. 12 - JACKSONVILLE, FL 32250904-242-0075oatesenergy.comLinkedIn11-50 employeesutilities
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 53 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OATES ENERGY, INC. CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OATES ENERGY, INC. 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$1.1M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OATES ENERGY, INC. CASH BALANCE PLAN | CashBalance | $2.2M | 27 | 2024 | |
| 001 | OATES ENERGY, INC. 401(K) PROFIT SHARING PLAN | ProfitSharing | $1.1M | 26 | 2024 |
Retirement plans