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  2. OAKLAND LIVING CORP.
Sponsor portfolio

OAKLAND LIVING CORP.

EIN 38-3310629-wholesale-Latest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
23
300 SOUTH STREET - ROCHESTER, MI 48307248-652-1404LinkedIn11-50 employeeswholesale
Plans on this EIN
2 filings
#002CashBalance-$2.4M - 7 part#001401k-$1.8M - 16 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CASH BALANCE PLAN (#002)57%
  • LIVING CORP. 401(K) (#001)43%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LIVING CORP. 401(K) (#001)16
  • CASH BALANCE PLAN (#002)7
Total 23Click 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#002

OAKLAND LIVING CORP. CASH BALANCE PLAN

CashBalance

Assets$2.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

OAKLAND LIVING CORP. 401(K) PLAN

401k

Assets$1.8M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OAKLAND LIVING CORP. CASH BALANCE PLANCashBalance$2.4M72025
001OAKLAND LIVING CORP. 401(K) PLAN401k$1.8M162025
Retirement plans
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