Filings through Oct 24, 2026.

Retirement plan

Iron Oak Management LLC Retirement Plan

Name: IRON OAK MANAGEMENT, LLC - IRON OAK MANAGEMENT LLC RETIREMENT PLAN (2025) Form 5500
Creator: IRON OAK MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IRON OAK MANAGEMENT LLC RETIREMENT PLAN, IRON OAK MANAGEMENT, LLC

Iron Oak Management, LLCEIN 33-1642874Plan #001PY 2025Filed Oct 14, 2026

2700 TECHNOLOGY FOREST BLVD, SUITE 100 - THE WOODLANDS, TX 77381888-286-4646

Prospect flagsLow participationLow participant contributionFund lineup: 24 funds, $82.5M

How to read this page

Total assets (EOY)

$84.6M

No prior year

Total participants

1,093

No prior year

Average account balance

$114,935

No prior year

Annual return

684.60%

No prior year

Benchmarks

See 187 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants250-999

Cohort187 peers

Snapshot2025

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290	Contract Administrator	$23,836
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	$22,348
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$11,097

Fund lineup

CSV with Pro

24 funds of $250K or more; 30 lines in all, holding $82.5M of the plan's $84.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).

In collective trusts5%median 0% for plans of $50M to $250M (12,424 plans)

In index funds86%median 25% for plans of $50M to $250M (12,424 plans)

In the main target-date series0%median 37% for plans of $50M to $250M (12,424 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Fidelity 500 Index Fund Fidelity (FMR) · Separate account IndexRecordkeeper's own fund	Fidelity (FMR)	Separate account	$15.7M	19.0%
Fidelity Fdm Index 2045 Prm Fidelity (FMR) · Separate account IndexRecordkeeper's own fund	Fidelity (FMR)	Separate account	$10.3M	12.5%
Fidelity Fdm Index 2050 Prm Fidelity (FMR) · Separate account IndexRecordkeeper's own fund	Fidelity (FMR)	Separate account	$8.7M	10.6%
Fidelity Fdm Index 2040 Prm Fidelity (FMR) · Separate account IndexRecordkeeper's own fund	Fidelity (FMR)	Separate account	$7.3M	8.9%
Fidelity Fdm Index 2030 Prm Fidelity (FMR) · Separate account IndexRecordkeeper's own fund	Fidelity (FMR)	Separate account	$5.8M	7.1%
AB US LG CP GR CIT L AllianceBernstein · Collective trust	AllianceBernstein	Collective trust	$4.2M	5.1%
Fidelity Fdm Index 2055 Prm Fidelity (FMR) · Separate account IndexRecordkeeper's own fund	Fidelity (FMR)	Separate account	$4.1M	5.0%
Fidelity Fdm Index 2035 Prm Fidelity (FMR) · Separate account IndexRecordkeeper's own fund	Fidelity (FMR)	Separate account	$3.9M	4.7%
Fidelity Fdm Index 2060 Prm Fidelity (FMR) · Separate account IndexRecordkeeper's own fund	Fidelity (FMR)	Separate account	$3.6M	4.4%
Fidelity U.S. Bond Index Fund Fidelity (FMR) · Separate account IndexRecordkeeper's own fund	Fidelity (FMR)	Separate account	$2.0M	2.4%

See the other 20 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$57K

$60 / participant

Recordkeeping$22K39.0%
Investment mgmt$11K19.4%
Contract admin$24K41.6%

% of EOY assets

0.068%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: PRICE KUBECKA
Auditor EIN: 752783674
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

PRINCIPAL FINANCIAL GROUP1+ years

Filed as: PRINCIPAL LIFE INSURANCE COMPANY

Service code 13 · EIN 42-0127290

Contract Administrator

$23,836

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

$22,348

STRATEGIC ADVISORS, INC.1+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$11,097

Fund

Dollars

% of funds%

Fidelity 500 Index Fund

Fidelity (FMR) · Separate account

IndexRecordkeeper's own fund

$15.7M

19.0%

Fidelity Fdm Index 2045 Prm

Fidelity (FMR) · Separate account

IndexRecordkeeper's own fund

$10.3M

12.5%

Fidelity Fdm Index 2050 Prm

Fidelity (FMR) · Separate account

IndexRecordkeeper's own fund

$8.7M

10.6%

Fidelity Fdm Index 2040 Prm

Fidelity (FMR) · Separate account

IndexRecordkeeper's own fund

$7.3M

8.9%

Fidelity Fdm Index 2030 Prm

Fidelity (FMR) · Separate account

IndexRecordkeeper's own fund

$5.8M

7.1%

AB US LG CP GR CIT L

AllianceBernstein · Collective trust

$4.2M

5.1%

Fidelity Fdm Index 2055 Prm

Fidelity (FMR) · Separate account

IndexRecordkeeper's own fund

$4.1M

5.0%

Fidelity Fdm Index 2035 Prm

Fidelity (FMR) · Separate account

IndexRecordkeeper's own fund

$3.9M

4.7%

Fidelity Fdm Index 2060 Prm

Fidelity (FMR) · Separate account

IndexRecordkeeper's own fund

$3.6M

4.4%

Fidelity U.S. Bond Index Fund

Fidelity (FMR) · Separate account

IndexRecordkeeper's own fund

$2.0M

2.4%

Iron Oak Management LLC Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Iron Oak Management LLC Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion