Oakley Transportation 401(k) Plan: Login, Facts & Contact Information

Oakley Transportation 401(k) Plan Facts

Plan name
OAKLEY TRANSPORTATION GROUP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OAKLEY TRANSPORTATION GROUP, INC.
Participants
959 (896 active employees)
Former employees with a balance
52
Plan assets
$14,214,550 at Dec 31, 2024
Average account balance
$41,442 across 343 accounts
Employer contributions
$125,780 in plan year 2024 (6% of all contributions)
Recordkeeper
Transamerica Retirement Solutions
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1993
✓ 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 Jul 23, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.02 million went into the plan in contributions, $125,780 of it from the employer (6%).
  • $1.24 million was paid out to participants.
  • Investment and other income added $1.42 million.
  • Administrative expenses were $79,354, about $231 per account.

How the Oakley Transportation 401(k) changed, 2021–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2021748$11.8 million$112,569$973,308
2022865$10.9 million$134,045$1.21 million
20231,172$12.1 million$127,061$2.10 million
2024959$14.2 million$125,780$1.24 million

Oakley Transportation 401(k) Contact Information

Phone
863-638-1435
Mailing address
101 ABC ROAD, LAKE WALES FL 33859
Plan sponsor
OAKLEY TRANSPORTATION GROUP, INC.
Employer identification number (EIN)
47-1451534
Plan number
001

Questions about the Oakley Transportation 401(k)

Does Oakley Transportation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $125,780, 6% of all contributions.

Does the Oakley Transportation 401(k) have automatic enrollment?

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

How many people are in the Oakley Transportation 401(k) plan?

959 participants at the start of plan year 2024, 896 of them active employees, and 52 former employees who still had money in the plan.

What is the average 401(k) balance at Oakley Transportation?

About $41,442 per account: $14.2 million in plan assets across 343 accounts with a balance at the end of plan year 2024.

Who manages the Oakley Transportation 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Oakley Transportation. How do I access my 401(k)?

Your account stays with Transamerica 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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