Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolioTH
BANK OF OAK RIDGE
EIN 56-2149229bankingLatest filing 2024
Plans
2
Retirement
2
$14.0M assets
Welfare
0
Participants
189
8050 FOGLEMAN ROAD - OAK RIDGE, NC 27310336-644-1245bankofoakridge.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.0M assets / 189 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
BANK OF OAK RIDGE 401(K) PLAN
401k
Assets$8.5M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BANK OF OAK RIDGE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$5.6M
Participants106
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 | BANK OF OAK RIDGE 401(K) PLAN | 401k | $8.5M | 83 | 2024 | |
| 002 | BANK OF OAK RIDGE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $5.6M | 106 | 2024 |
Retirement plans