Oakmont Management Group Llc 401(k) Plan: Login, Facts & Contact Information

Oakmont Management Group Llc 401(k) Plan Facts

Plan name
OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OAKMONT MANAGEMENT GROUP LLC
Participants
7,024 (6,467 active employees)
Former employees with a balance
454
Plan assets
$32,124,931 at Dec 31, 2024
Average account balance
$12,985 across 2,474 accounts
Employer contributions
$1,465,427 in plan year 2024 (12% of all contributions)
Recordkeeper
Adp, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2016
✓ 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 Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $11.9 million went into the plan in contributions, $1.47 million of it from the employer (12%).
  • $3.38 million was paid out to participants.
  • Investment and other income added $3.04 million.
  • Administrative expenses were $109,978, about $44 per account.

How the Oakmont Management Group Llc 401(k) changed, 2020–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20202,124$6.39 million$389,985$1.73 million
20212,378$9.20 million$478,156$1.40 million
20222,961$11.4 million$641,769$1.53 million
20234,638$20.9 million$989,257$2.46 million
20247,024$32.1 million$1.47 million$3.38 million

Oakmont Management Group Llc 401(k) Contact Information

Phone
949-744-5200
Mailing address
3 PARK PLAZA SUITE 1920, IRVINE CA 92614
Plan sponsor
OAKMONT MANAGEMENT GROUP LLC
Plan administrator
PENTEGRA
Employer identification number (EIN)
46-1228206
Plan number
001

Questions about the Oakmont Management Group Llc 401(k)

Does Oakmont Management Group Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.47 million, 12% of all contributions.

Does the Oakmont Management Group Llc 401(k) have automatic enrollment?

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

How many people are in the Oakmont Management Group Llc 401(k) plan?

7,024 participants at the start of plan year 2024, 6,467 of them active employees, and 454 former employees who still had money in the plan.

What is the average 401(k) balance at Oakmont Management Group Llc?

About $12,985 per account: $32.1 million in plan assets across 2,474 accounts with a balance at the end of plan year 2024.

Who manages the Oakmont Management Group Llc 401(k) accounts?

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

I no longer work at Oakmont Management Group Llc. How do I access my 401(k)?

Your account stays with ADP Retirement Services 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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