Civic Intelligence

Rule of Ones LLC

Plan context: Rule of Ones/Oak Adaptive Retiree Plan

EIN 27-4568295 • Southfield, MI • 13 filings • 2 plans

26677 W. 12 Mile RoadSouthfield, MI 48034
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$403,461

2024 Contributions

$33,235

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,938,484$969,242$0201220182024YearValue
$403,461Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

22110201220182024YearValue
4Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202414$403,461$33,235$8,309iApproximate average salary by contribution assumption: employee only about $207,719 at 4% or $138,479 at 6%; with 50% employer match about $138,479 at 4% or $92,319 at 6%; with 100% employer match about $103,859 at 4% or $69,240 at 6%.
Rule of Ones/Oak Adaptive Retiree Plan-4$403,461$33,235$8,309iApproximate average salary by contribution assumption: employee only about $207,719 at 4% or $138,479 at 6%; with 50% employer match about $138,479 at 4% or $92,319 at 6%; with 100% employer match about $103,859 at 4% or $69,240 at 6%.
202315$514,246$19,832$3,966iApproximate average salary by contribution assumption: employee only about $99,160 at 4% or $66,107 at 6%; with 50% employer match about $66,107 at 4% or $44,071 at 6%; with 100% employer match about $49,580 at 4% or $33,053 at 6%.
Rule of Ones/Oak Adaptive Retiree Plan-5$514,246$19,832$3,966iApproximate average salary by contribution assumption: employee only about $99,160 at 4% or $66,107 at 6%; with 50% employer match about $66,107 at 4% or $44,071 at 6%; with 100% employer match about $49,580 at 4% or $33,053 at 6%.
202215$413,993$33,802$6,760iApproximate average salary by contribution assumption: employee only about $169,010 at 4% or $112,673 at 6%; with 50% employer match about $112,673 at 4% or $75,116 at 6%; with 100% employer match about $84,505 at 4% or $56,337 at 6%.
Rule of Ones/Oak Adaptive Retiree Plan-5$413,993$33,802$6,760iApproximate average salary by contribution assumption: employee only about $169,010 at 4% or $112,673 at 6%; with 50% employer match about $112,673 at 4% or $75,116 at 6%; with 100% employer match about $84,505 at 4% or $56,337 at 6%.
202115$505,665$29,198$5,840iApproximate average salary by contribution assumption: employee only about $145,990 at 4% or $97,327 at 6%; with 50% employer match about $97,327 at 4% or $64,884 at 6%; with 100% employer match about $72,995 at 4% or $48,663 at 6%.
Rule of Ones/Oak Adaptive Retiree Plan-5$505,665$29,198$5,840iApproximate average salary by contribution assumption: employee only about $145,990 at 4% or $97,327 at 6%; with 50% employer match about $97,327 at 4% or $64,884 at 6%; with 100% employer match about $72,995 at 4% or $48,663 at 6%.
202015$423,394$29,904$5,981iApproximate average salary by contribution assumption: employee only about $149,520 at 4% or $99,680 at 6%; with 50% employer match about $99,680 at 4% or $66,453 at 6%; with 100% employer match about $74,760 at 4% or $49,840 at 6%.
Rule of Ones/Oak Adaptive Retiree Plan-5$423,394$29,904$5,981iApproximate average salary by contribution assumption: employee only about $149,520 at 4% or $99,680 at 6%; with 50% employer match about $99,680 at 4% or $66,453 at 6%; with 100% employer match about $74,760 at 4% or $49,840 at 6%.
201916$342,448$38,046$6,341iApproximate average salary by contribution assumption: employee only about $158,525 at 4% or $105,683 at 6%; with 50% employer match about $105,683 at 4% or $70,456 at 6%; with 100% employer match about $79,263 at 4% or $52,842 at 6%.
Rule of Ones/Oak Adaptive Retiree Plan-6$342,448$38,046$6,341iApproximate average salary by contribution assumption: employee only about $158,525 at 4% or $105,683 at 6%; with 50% employer match about $105,683 at 4% or $70,456 at 6%; with 100% employer match about $79,263 at 4% or $52,842 at 6%.
201817$304,198$41,630$5,947iApproximate average salary by contribution assumption: employee only about $148,679 at 4% or $99,119 at 6%; with 50% employer match about $99,119 at 4% or $66,079 at 6%; with 100% employer match about $74,339 at 4% or $49,560 at 6%.
Rule of Ones/Oak Adaptive Retiree Plan-7$304,198$41,630$5,947iApproximate average salary by contribution assumption: employee only about $148,679 at 4% or $99,119 at 6%; with 50% employer match about $99,119 at 4% or $66,079 at 6%; with 100% employer match about $74,339 at 4% or $49,560 at 6%.
201717$289,037$42,518$6,074iApproximate average salary by contribution assumption: employee only about $151,850 at 4% or $101,233 at 6%; with 50% employer match about $101,233 at 4% or $67,489 at 6%; with 100% employer match about $75,925 at 4% or $50,617 at 6%.
Rule of Ones/Oak Adaptive Retiree Plan-7$289,037$42,518$6,074iApproximate average salary by contribution assumption: employee only about $151,850 at 4% or $101,233 at 6%; with 50% employer match about $101,233 at 4% or $67,489 at 6%; with 100% employer match about $75,925 at 4% or $50,617 at 6%.
201617$204,914$38,726$5,532iApproximate average salary by contribution assumption: employee only about $138,307 at 4% or $92,205 at 6%; with 50% employer match about $92,205 at 4% or $61,470 at 6%; with 100% employer match about $69,154 at 4% or $46,102 at 6%.
Rule of Ones/Oak Adaptive Retiree Plan-7$204,914$38,726$5,532iApproximate average salary by contribution assumption: employee only about $138,307 at 4% or $92,205 at 6%; with 50% employer match about $92,205 at 4% or $61,470 at 6%; with 100% employer match about $69,154 at 4% or $46,102 at 6%.
201517$157,882$30,818$4,403iApproximate average salary by contribution assumption: employee only about $110,064 at 4% or $73,376 at 6%; with 50% employer match about $73,376 at 4% or $48,917 at 6%; with 100% employer match about $55,032 at 4% or $36,688 at 6%.
Rule of Ones/Oak Adaptive Retiree Plan-7$157,882$30,818$4,403iApproximate average salary by contribution assumption: employee only about $110,064 at 4% or $73,376 at 6%; with 50% employer match about $73,376 at 4% or $48,917 at 6%; with 100% employer match about $55,032 at 4% or $36,688 at 6%.
201416$131,549$29,598$4,933iApproximate average salary by contribution assumption: employee only about $123,325 at 4% or $82,217 at 6%; with 50% employer match about $82,217 at 4% or $54,811 at 6%; with 100% employer match about $61,663 at 4% or $41,108 at 6%.
Rule of Ones/Oak Adaptive Retiree Plan-6$131,549$29,598$4,933iApproximate average salary by contribution assumption: employee only about $123,325 at 4% or $82,217 at 6%; with 50% employer match about $82,217 at 4% or $54,811 at 6%; with 100% employer match about $61,663 at 4% or $41,108 at 6%.
201317$105,800$28,898$4,128iApproximate average salary by contribution assumption: employee only about $103,207 at 4% or $68,805 at 6%; with 50% employer match about $68,805 at 4% or $45,870 at 6%; with 100% employer match about $51,604 at 4% or $34,402 at 6%.
Rule of Ones/Oak Adaptive Retiree Plan-7$105,800$28,898$4,128iApproximate average salary by contribution assumption: employee only about $103,207 at 4% or $68,805 at 6%; with 50% employer match about $68,805 at 4% or $45,870 at 6%; with 100% employer match about $51,604 at 4% or $34,402 at 6%.
2012122$1,938,484$1,873,771$85,171iApproximate average salary by contribution assumption: employee only about $2,129,285 at 4% or $1,419,523 at 6%; with 50% employer match about $1,419,523 at 4% or $946,349 at 6%; with 100% employer match about $1,064,643 at 4% or $709,762 at 6%.
Rule of Ones/Oak Adaptive Retiree Plan-22$1,938,484$1,873,771$85,171iApproximate average salary by contribution assumption: employee only about $2,129,285 at 4% or $1,419,523 at 6%; with 50% employer match about $1,419,523 at 4% or $946,349 at 6%; with 100% employer match about $1,064,643 at 4% or $709,762 at 6%.