Retirement plan

OAKWOOD SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN

Name: OAKWOOD SOLUTIONS, LLC - OAKWOOD SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: OAKWOOD SOLUTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OAKWOOD SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN, OAKWOOD SOLUTIONS, LLC

OAKWOOD SOLUTIONS, LLCEIN 39-1883466Plan #001PY 2025

4 BROOKWOOD COURT - APPLETON, WI 54914920-750-6990

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$771K

-54.1% from 2024

Total participants

-7.1% from 2024

Average account balance

$59,302

-50.6% from 2024

Annual return

18.27%

+7.92 pp from 2024

Benchmarks

See 10,975 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort10,975 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$771K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$59K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

162.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.27%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$102906

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.3M

$167222 / participant

Other / not subdivided$1M100.0%

% of EOY assets

173.528%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,302

$100,970-41.3%

$96,576-38.6%

$137,256-56.8%

Participation rate

100.0%

82.6%+17.4pp

81.4%+18.6pp

80.0%+20.0pp

Annual return

18.27%

38.16%-19.9pp

38.47%-20.2pp

220.34%-202.1pp

Employer contribution / active EE

$2,792

$3,809-26.7%

$3,553-21.4%

$4,156-32.8%

Participant deferral / active EE

$11,026

$8,286+33.1%

$7,956+38.6%

$6,407+72.1%

Admin fee / account holder

$102,906

$11,312+809.7%

$11,381+804.2%

$12,270+738.7%

OAKWOOD SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OAKWOOD SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion