Sponsor portfolio
OE ENTERPRISES
EIN 57-0740781non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$2.0M assets
Welfare
1
Participants
220
C/O TRUST MANAGEMENT SERVICES, 1 ALMADEN BLVD STE 750 - SAN JOSE, CA 95113408-377-3441oeenterprises.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OE ENTERPRISES, INC. 401(K) PLAN
401k
Assets$2.0M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
OE ENTERPRISES HEALTH AND WELFARE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OE ENTERPRISES, INC. 401(K) PLAN | 401k | $2.0M | 220 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OE ENTERPRISES HEALTH AND WELFARE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans