# Oak Leaf Management Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/oak-leaf-management-company-inc-401k-plan

> Oak Leaf Management Company, INC.'s 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oak Leaf Management Company, INC.

- **Sponsor EIN:** 741728779

- **Sponsor Address:** 6200 SAVOY DRIVE SUITE 1250, HOUSTON, TX, 77036

- **Plan Type:** 401(k)

- **Total Participants:** 122

- **Total Assets:** $6.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|122|$6.8M|$165,065|$294,194|

| 2023|130|$6.2M|$158,182|$315,492|

| 2022|113|$6.1M|$177,600|$346,057|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ROBERTSON & ROBERTSON, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ROBERTSON & ROBERTSON, PLLC](https://planprovider.pro/provider/robertson-and-robertson-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$22,243|$16,305|$1,591|—|—|

| 2023|$20,267|$307|—|—|—|

| 2022|$17,399|$24|$17,375|—|—|

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