# Ten Oaks, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ten-oaks-llc-plan-001

> Ten Oaks, LLC&#39;s 401(k) plan: 196 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ten Oaks, LLC

- **Sponsor EIN:** 201751466

- **Sponsor Address:** 209 PROGRESS DR, STUART, VA, 24171

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

- **Total Participants:** 196

- **Total Assets:** $2.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|196|$2.8M|$145,478|$274,102|

| 2023|180|$2.3M|$134,323|$267,210|

| 2022|170|$1.7M|$173,500|$243,479|

## 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|

| AAPG, LLC|Auditor|—|—|$0|

## 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|$19,622|—|—|—|—|

| 2023|$31,575|—|—|—|—|

| 2022|$15,696|—|$15,696|—|—|

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