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OAK HC/FT MANAGEMENT COMPANY LLC

Company Details

Entity Name: OAK HC/FT MANAGEMENT COMPANY LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 15 May 2014
Business ALEI: 1142710
Annual report due: 31 Mar 2025
NAICS code: 523910 - Miscellaneous Intermediation
Business address: 3 PICKWICK PLAZA, GREENWICH, CT, 06830, United States
Mailing address: 3 PICKWICK PLAZA, Suite 303, GREENWICH, CT, United States, 06830
Mailing jurisdiction address: 251 LITTLE FALLS DRIVE, WILMINGTON, DE, 19808, United States
ZIP code: 06830
County: Fairfield
Place of Formation: DELAWARE
E-Mail: Compliancemail@cscinfo.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
OAK HC/FT MANAGEMENT COMPANY, LLC 401(K) PROFIT SHARING PLAN 2023 464447071 2024-06-10 OAK HC/FT MANAGEMENT COMPANY, LLC 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2037171350
Plan sponsor’s address 3 PICKWICK PLAZA, SUITE 302, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2024-06-10
Name of individual signing ANDREW ADAMS
Valid signature Filed with authorized/valid electronic signature
OAK HC/FT MANAGEMENT COMPANY, LLC 401(K) PROFIT SHARING PLAN 2022 464447071 2023-09-08 OAK HC/FT MANAGEMENT COMPANY, LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2037171350
Plan sponsor’s address 3 PICKWICK PLAZA, SUITE 302, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2023-09-08
Name of individual signing ANDREW ADAMS
Valid signature Filed with authorized/valid electronic signature
OAK HC/FT MANAGEMENT COMPANY, LLC 401(K) PLAN FOR ALL NEW HIRES 2022 464447071 2023-03-02 OAK HC/FT MANAGEMENT COMPANY, LLC 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2037171350
Plan sponsor’s address 3 PICKWICK PLAZA, SUITE 302, GREENWICH, CT, 06830
OAK HC/FT MANAGEMENT COMPANY, LLC 401(K) PROFIT SHARING PLAN 2021 464447071 2022-08-28 OAK HC/FT MANAGEMENT COMPANY, LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2037171350
Plan sponsor’s address 3 PICKWICK PLAZA, SUITE 302, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2022-08-28
Name of individual signing ANDREW ADAMS
Valid signature Filed with authorized/valid electronic signature
OAK HC/FT MANAGEMENT COMPANY, LLC 401(K) PLAN FOR ALL NEW HIRES 2021 464447071 2022-08-28 OAK HC/FT MANAGEMENT COMPANY, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2037171350
Plan sponsor’s address 3 PICKWICK PLAZA, SUITE 302, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2022-08-28
Name of individual signing ANDREW ADAMS
Valid signature Filed with authorized/valid electronic signature
OAK HC/FT MANAGEMENT COMPANY, LLC 401(K) PLAN FOR ALL NEW HIRES 2020 464447071 2021-06-01 OAK HC/FT MANAGEMENT COMPANY, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2037171350
Plan sponsor’s address 3 PICKWICK PLAZA, SUITE 302, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2021-06-01
Name of individual signing ANDREW ADAMS
Valid signature Filed with authorized/valid electronic signature
OAK HC/FT MANAGEMENT COMPANY, LLC 401(K) PROFIT SHARING PLAN 2020 464447071 2021-06-01 OAK HC/FT MANAGEMENT COMPANY, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2037171350
Plan sponsor’s address 3 PICKWICK PLAZA, SUITE 302, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2021-06-01
Name of individual signing ANDREW ADAMS
Valid signature Filed with authorized/valid electronic signature
OAK HC/FT MANAGEMENT COMPANY, LLC 401(K) PROFIT SHARING PLAN 2019 464447071 2020-06-18 OAK HC/FT MANAGEMENT COMPANY, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2037171350
Plan sponsor’s address 3 PICKWICK PLAZA, SUITE 302, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2020-06-18
Name of individual signing ANDREW ADAMS
Valid signature Filed with authorized/valid electronic signature
OAK HC/FT MANAGEMENT COMPANY, LLC 401(K) PLAN FOR ALL NEW HIRES 2019 464447071 2020-06-18 OAK HC/FT MANAGEMENT COMPANY, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2037171350
Plan sponsor’s address 3 PICKWICK PLAZA, SUITE 302, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2020-06-18
Name of individual signing ANDREW ADAMS
Valid signature Filed with authorized/valid electronic signature
OAK HC/FT MANAGEMENT COMPANY, LLC 401(K) PROFIT SHARING PLAN 2018 464447071 2019-09-09 OAK HC/FT MANAGEMENT COMPANY, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541600
Sponsor’s telephone number 2037171350
Plan sponsor’s address 3 PICKWICK PLAZA, SUITE 302, GREENWICH, CT, 06830

Signature of

Role Plan administrator
Date 2019-09-09
Name of individual signing ANDREW ADAMS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
CORPORATION SERVICE COMPANY Agent

Officer

Name Role Business address Residence address
ANDREW ADAMS Officer 3 PICKWICK PLAZA, SUITE 303, GREENWICH, CT, 06830, United States 3 PICKWICK PLAZA, SUITE 303, GREENWICH, CT, 06830, United States
ANN H. LAMONT Officer 3 PICKWICK PLAZA, SUITE 303, GREENWICH, CT, 06830, United States 3 PICKWICK PLAZA, SUITE 303, GREENWICH, CT, 06830, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012355545 2024-02-24 No data Annual Report Annual Report No data
BF-0011319183 2023-02-17 No data Annual Report Annual Report No data
BF-0011393397 2022-12-02 2022-12-02 Change of Business Address Business Address Change No data
BF-0010356503 2022-03-31 No data Annual Report Annual Report 2022
BF-0010478434 2022-01-14 2022-01-14 Mass Agent Change � Address Agent Address Change No data
0007262391 2021-03-26 No data Annual Report Annual Report 2021
0006950703 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006943532 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006813493 2020-03-04 No data Annual Report Annual Report 2020
0006438972 2019-03-09 No data Annual Report Annual Report 2019

Date of last update: 20 Jan 2025

Sources: Connecticut's Official State Website