12 Oaks Management Services, Inc. 401(k) Plan: Login, Facts & Contact Information

12 Oaks Management Services, Inc. 401(k) Plan Facts

Plan name
12 OAKS MANAGEMENT SERVICES IN 401(K) PROFIT SHARING PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
12 OAKS MANAGEMENT SERVICES IN
Participants
1,199 (1,382 active employees)
Former employees with a balance
168
Plan assets
$3,082,919 at Dec 31, 2024
Average account balance
$8,540 across 361 accounts
Employer contributions
$108,791 in plan year 2024 (19% of all contributions)
Recordkeeper
Paychex, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2001
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jan 7, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $587,259 went into the plan in contributions, $108,791 of it from the employer (19%).
  • $266,541 was paid out to participants.
  • Investment and other income added $338,139.
  • Administrative expenses were $93,051, about $258 per account.

How the 12 Oaks Management Services, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019484$1.49 million$32,239$192,358
2020385$1.66 million$24,671$116,168
2021288$1.95 million$25,561$68,303
2022557$2.01 million$79,827$153,247
2023944$2.55 million$97,044$306,862
20241,199$3.08 million$108,791$266,541

12 Oaks Management Services, Inc. 401(k) Contact Information

Phone
972-619-6218
Mailing address
12700 PARK CENTRAL DR STE 300, DALLAS TX 752511510
Plan sponsor
12 OAKS MANAGEMENT SERVICES IN
Plan administrator
ERISA FIDUCIARY SERVICES, INC.
Employer identification number (EIN)
75-2418094
Plan number
001

Questions about the 12 Oaks Management Services, Inc. 401(k)

Does 12 Oaks Management Services, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $108,791, 19% of all contributions.

Does the 12 Oaks Management Services, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the 12 Oaks Management Services, Inc 401(k) plan?

1,199 participants at the start of plan year 2024, 1,382 of them active employees, and 168 former employees who still had money in the plan.

What is the average 401(k) balance at 12 Oaks Management Services, Inc?

About $8,540 per account: $3.08 million in plan assets across 361 accounts with a balance at the end of plan year 2024.

Who manages the 12 Oaks Management Services, Inc 401(k) accounts?

Paychex (listed on the filing as PAYCHEX, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at 12 Oaks Management Services, Inc. How do I access my 401(k)?

Your account stays with Paychex after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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