Oakmont Management Group 401(k) plan

Oakmont Management Group LLC, Irvine, CA. EIN 46-1228206. Annual reports 2016–2024.

Oakmont Management Group LLC has one active retirement plan on file, the Oakmont Management Group LLC 401(k) Plan, with 6,921 participants and $32.1 million in assets in 2024. ADP has been its recordkeeper since 2016. No traditional pension plan appears in Oakmont Management Group's filings since 2016.

Active plans: 1
Participants: 6,921
Plan assets: $32.1 million
401(k) recordkeeper: ADP
Plans on file: 1
Industry: Health care

The plan

Oakmont Management Group LLC 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 46-1228206
Participants (2024): 6,921
Net assets (2024): $32.1 million
Recordkeeper: ADP2016–2024
Plan administrator: Pentegra
5350 Seventy Seven Center Drive, Suite 200
Charlotte, NC 28217
(844) 367-2848As filed for 2024
In effect since: January 1, 2016

Year by year, 2016 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,921	$32.1 million	ADP
2023	6,522	$20.9 million	ADP
2022	4,299	$11.4 million	ADP
2021	2,847	$9.2 million	ADP
2020	2,228	$6.4 million	ADP
2019	2,057	$4.7 million	ADP
2018	1,774	$2.5 million	ADP
2017	930	$1.6 million	ADP
2016	807	$922,771	ADP

If you had money in one of these plans

Call ADP (adp.com), which runs the Oakmont Management Group LLC 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((844) 367-2848). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Oakmont Management Group LLC 401(k) Plan

If you had money in one of these plans

What these numbers are

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