# Oak Ridge Investments, LLC 401(k) Plan
Source: https://planprovider.pro/companies/oak-ridge-investments-llc-plan

> Oak Ridge Investments, LLC's 401(k) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oak Ridge Investments, LLC

- **Sponsor EIN:** 364142388

- **Sponsor Address:** 10 SOUTH LASALLE ST, CHICAGO, IL, 60603

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

- **Total Participants:** 11

- **Total Assets:** $5.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|11|$5.8M|$5,215|$177,456|

| 2023|11|$5.0M|$5,290|$205,813|

| 2022|11|$4.1M|$4,688|$188,287|

## Similar Plans

- [Grey Street Capital](https://planprovider.pro/companies/grey-street-capital-401k-plan) — 11 participants

- [Skl Investment Group, LLC](https://planprovider.pro/companies/skl-investment-group-llc-401k-plan) — 10 participants

- [Congaree River LLC](https://planprovider.pro/companies/congaree-river-llc-plan) — 12 participants

- [Wealth Management Group, LLC](https://planprovider.pro/companies/wealth-management-group-llc-401k-plan) — 12 participants

- [Blue Balloons LLC](https://planprovider.pro/companies/blue-balloons-llc-plan) — 10 participants

- [Mk Doyle Investments, INC.](https://planprovider.pro/companies/mk-doyle-investments-inc-plan) — 12 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oak-ridge-investments-llc-plan)

© 2026 PlanProvider.Pro