Civic Intelligence

Two Oaks Investments LLC

Plan context: Bluestem and Cbr 401(K) Plan

EIN 32-0577325 • Tulsa, OK • 8 filings • 2 plans

P.O. Box 1530Tulsa, OK 74101-1530
Current Snapshot

Latest Year

2025

2025 Participants

55

2025 Assets

$2,771,754

2025 Contributions

$282,494

Historical Graphs

Total Assets Over Time

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

$3,955,671$1,977,836$0201820222025YearValue
$2,771,754Latest year 2025

Participants Over Time

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

63320201820222025YearValue
55Latest year 2025

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
2025155$2,771,754$282,494$5,136iApproximate average salary by contribution assumption: employee only about $128,406 at 4% or $85,604 at 6%; with 50% employer match about $85,604 at 4% or $57,069 at 6%; with 100% employer match about $64,203 at 4% or $42,802 at 6%.
Bluestem and Cbr 401(K) Plan-55$2,771,754$282,494$5,136iApproximate average salary by contribution assumption: employee only about $128,406 at 4% or $85,604 at 6%; with 50% employer match about $85,604 at 4% or $57,069 at 6%; with 100% employer match about $64,203 at 4% or $42,802 at 6%.
2024160$2,685,017$288,134$4,802iApproximate average salary by contribution assumption: employee only about $120,056 at 4% or $80,037 at 6%; with 50% employer match about $80,037 at 4% or $53,358 at 6%; with 100% employer match about $60,028 at 4% or $40,019 at 6%.
Bluestem and Cbr 401(K) Plan-60$2,685,017$288,134$4,802iApproximate average salary by contribution assumption: employee only about $120,056 at 4% or $80,037 at 6%; with 50% employer match about $80,037 at 4% or $53,358 at 6%; with 100% employer match about $60,028 at 4% or $40,019 at 6%.
2023159$2,273,066$275,461$4,669iApproximate average salary by contribution assumption: employee only about $116,721 at 4% or $77,814 at 6%; with 50% employer match about $77,814 at 4% or $51,876 at 6%; with 100% employer match about $58,360 at 4% or $38,907 at 6%.
Bluestem and Cbr 401(K) Plan-59$2,273,066$275,461$4,669iApproximate average salary by contribution assumption: employee only about $116,721 at 4% or $77,814 at 6%; with 50% employer match about $77,814 at 4% or $51,876 at 6%; with 100% employer match about $58,360 at 4% or $38,907 at 6%.
2022163$2,021,329$191,004$3,032iApproximate average salary by contribution assumption: employee only about $75,795 at 4% or $50,530 at 6%; with 50% employer match about $50,530 at 4% or $33,687 at 6%; with 100% employer match about $37,898 at 4% or $25,265 at 6%.
Bluestem and Cbr 401(K) Plan-63$2,021,329$191,004$3,032iApproximate average salary by contribution assumption: employee only about $75,795 at 4% or $50,530 at 6%; with 50% employer match about $50,530 at 4% or $33,687 at 6%; with 100% employer match about $37,898 at 4% or $25,265 at 6%.
2021134$3,955,671$193,697$5,697iApproximate average salary by contribution assumption: employee only about $142,424 at 4% or $94,950 at 6%; with 50% employer match about $94,950 at 4% or $63,300 at 6%; with 100% employer match about $71,212 at 4% or $47,475 at 6%.
Bluestem and Cbr 401(K) Plan-34$3,955,671$193,697$5,697iApproximate average salary by contribution assumption: employee only about $142,424 at 4% or $94,950 at 6%; with 50% employer match about $94,950 at 4% or $63,300 at 6%; with 100% employer match about $71,212 at 4% or $47,475 at 6%.
2020138$3,416,297$238,719$6,282iApproximate average salary by contribution assumption: employee only about $157,052 at 4% or $104,701 at 6%; with 50% employer match about $104,701 at 4% or $69,801 at 6%; with 100% employer match about $78,526 at 4% or $52,351 at 6%.
Bluestem and Cbr 401(K) Plan-38$3,416,297$238,719$6,282iApproximate average salary by contribution assumption: employee only about $157,052 at 4% or $104,701 at 6%; with 50% employer match about $104,701 at 4% or $69,801 at 6%; with 100% employer match about $78,526 at 4% or $52,351 at 6%.
2019139$3,867,419$255,526$6,552iApproximate average salary by contribution assumption: employee only about $163,799 at 4% or $109,199 at 6%; with 50% employer match about $109,199 at 4% or $72,799 at 6%; with 100% employer match about $81,899 at 4% or $54,600 at 6%.
Bluestem and Cbr 401(K) Plan-39$3,867,419$255,526$6,552iApproximate average salary by contribution assumption: employee only about $163,799 at 4% or $109,199 at 6%; with 50% employer match about $109,199 at 4% or $72,799 at 6%; with 100% employer match about $81,899 at 4% or $54,600 at 6%.
2018139$3,197,610$224,409$5,754iApproximate average salary by contribution assumption: employee only about $143,852 at 4% or $95,901 at 6%; with 50% employer match about $95,901 at 4% or $63,934 at 6%; with 100% employer match about $71,926 at 4% or $47,951 at 6%.
Bluestem and Cbr 401(K) Plan-39$3,197,610$224,409$5,754iApproximate average salary by contribution assumption: employee only about $143,852 at 4% or $95,901 at 6%; with 50% employer match about $95,901 at 4% or $63,934 at 6%; with 100% employer match about $71,926 at 4% or $47,951 at 6%.