# The Oakridge School 401(k) Plan
Source: https://planprovider.pro/companies/the-oakridge-school-401k-plan

> The Oakridge School's 401(k) plan: 233 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Oakridge School

- **Sponsor EIN:** 751656802

- **Sponsor Address:** 5900 WEST PIONEER PARKWAY, ARLINGTON, TX, 760132899

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

- **Total Participants:** 233

- **Total Assets:** $23.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|233|$23.1M|$350,652|$545,641|

| 2023|134|$20.6M|$343,658|$548,022|

| 2022|131|$18.4M|$343,611|$573,240|

## 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|

| WHITLEY PENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — 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|$419|—|—|—|—|

| 2023|$7,272|—|$7,272|—|—|

| 2022|$2,625|—|$2,625|—|—|

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