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Sponsor portfolio

HOU-ORACLE MANAGEMENT SERVICES, LTD.

EIN 37-1667955-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$6K assets
Welfare
0
Participants
9
6502 ALDER DR - HOUSTON, TX 77081832-649-5600
Plans on this EIN
2 filings
#001401k-$3K - 2 part#002401k-$3K - 7 part

Retirement portfolio analytics

2 plans aggregated / $6K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PLAN & TRUST (#001)51%
  • 401(K) RETIREMENT PLAN (#002)49%
Total $6KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)7
  • PLAN & TRUST (#001)2
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HOU ORACLE MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$3K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HOU-ORACLE MANAGEMENT SERVICES, LTD 401(K) RETIREMENT PLAN

401k

Assets$3K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HOU ORACLE MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST401k$3K22025
002HOU-ORACLE MANAGEMENT SERVICES, LTD 401(K) RETIREMENT PLAN401k$3K72025
Retirement plans
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