Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OATES ASSOCIATES, INC.
EIN 37-1256935civil engineeringLatest filing 2025
Plans
2
Retirement
2
$20.1M assets
Welfare
0
Participants
178
100 LANTER COURT, SUITE 1 - COLLINSVILLE, IL 62234618-345-2200oatesassociates.comLinkedIn11-50 employeescivil engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.1M assets / 178 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#001
OATES ASSOCIATES, INC. SAVINGS & RETIREMENT PLAN
401k
Assets$17.1M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OATES ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.0M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OATES ASSOCIATES, INC. SAVINGS & RETIREMENT PLAN | 401k | $17.1M | 98 | 2025 | |
| 002 | OATES ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.0M | 80 | 2024 |
Retirement plans