OAK RIDGE INVESTMENTS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST
401k plan membership statisitcs for OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2023: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 5 |
| Total of all active and inactive participants | 2023-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 16 |
| Number of participants with account balances | 2023-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 4 |
| Total of all active and inactive participants | 2022-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 15 |
| Number of participants with account balances | 2022-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4 |
| Total of all active and inactive participants | 2021-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 15 |
| Number of participants with account balances | 2021-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
| Total of all active and inactive participants | 2020-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 16 |
| Number of participants with account balances | 2020-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
| Total of all active and inactive participants | 2019-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 21 |
| Number of participants with account balances | 2019-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 7 |
| Total of all active and inactive participants | 2018-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 42 |
| Number of participants with account balances | 2018-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 44 |
| Number of participants with account balances | 2017-01-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 37 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 41 |
| Number of participants with account balances | 2016-01-01 | 39 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 38 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 40 |
| Number of participants with account balances | 2015-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 37 |
| Number of participants with account balances | 2014-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 33 |
| Number of participants with account balances | 2013-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 35 |
| Number of participants with account balances | 2012-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2010: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 35 |
| Number of participants with account balances | 2010-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 30 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 34 |
| Number of participants with account balances | 2009-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2024 : OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $871,414 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $6,255 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $0 |
| Total plan assets at end of year | 2024-01-01 | $5,831,459 |
| Total plan assets at beginning of year | 2024-01-01 | $4,966,300 |
| Value of fidelity bond covering the plan | 2024-01-01 | $1,000,000 |
| Assets. Value of tangible personal property | 2024-01-01 | $0 |
| Total contributions received or receivable from participants | 2024-01-01 | $177,456 |
| Assets. Value of loans (other than to participants) | 2024-01-01 | $0 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $688,743 |
| Noncash contributions received | 2024-01-01 | $0 |
| Net income (gross income less expenses) | 2024-01-01 | $865,159 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $5,831,459 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $4,966,300 |
| Assets. Value of participant loans | 2024-01-01 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2024-01-01 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2024-01-01 | $0 |
| Assets. Value of employer securities | 2024-01-01 | $0 |
| Assets. Value of employer real property | 2024-01-01 | $0 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $5,215 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $6,255 |
| 2023 : OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $856,311 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $5,694 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $4,966,300 |
| Total plan assets at beginning of year | 2023-12-31 | $4,115,683 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $205,813 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $645,208 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $850,617 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,966,300 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,115,683 |
| Assets. Value of participant loans | 2023-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $5,290 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $5,694 |
| 2022 : OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-383,080 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $2,419 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $4,115,683 |
| Total plan assets at beginning of year | 2022-12-31 | $4,501,182 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $188,287 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-576,055 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-385,499 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,115,683 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,501,182 |
| Assets. Value of participant loans | 2022-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $4,688 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,419 |
| 2021 : OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $704,374 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $146,763 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $146,763 |
| Total plan assets at end of year | 2021-12-31 | $4,501,182 |
| Total plan assets at beginning of year | 2021-12-31 | $3,943,571 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $181,700 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $517,439 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $557,611 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,501,182 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,943,571 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $5,235 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| 2020 : OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $322,975 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,493,356 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,493,143 |
| Total plan assets at end of year | 2020-12-31 | $3,943,571 |
| Total plan assets at beginning of year | 2020-12-31 | $5,113,952 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $196,274 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $120,357 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $-1,170,381 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,943,571 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,113,952 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $6,344 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $213 |
| 2019 : OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $-16,580 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,119,703 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $730,704 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $730,629 |
| Total plan assets at end of year | 2019-12-31 | $5,113,952 |
| Total plan assets at beginning of year | 2019-12-31 | $4,741,533 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $176,914 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $917,985 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $388,999 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,113,952 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,741,533 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $24,804 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $75 |
| 2018 : OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $-4,367,835 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $246,720 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $336,204 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $335,948 |
| Total plan assets at end of year | 2018-12-31 | $4,741,533 |
| Total plan assets at beginning of year | 2018-12-31 | $9,198,852 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $334,140 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-415,947 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-89,484 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,741,533 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,198,852 |
| Assets. Value of participant loans | 2018-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $328,527 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $256 |
| 2017 : OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $2,080,885 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $167,586 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $167,536 |
| Total plan assets at end of year | 2017-12-31 | $9,198,852 |
| Total plan assets at beginning of year | 2017-12-31 | $7,285,553 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $386,318 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $8,719 |
| Other income received | 2017-12-31 | $1,318,371 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $1,913,299 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $9,198,852 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,285,553 |
| Assets. Value of participant loans | 2017-12-31 | $8,421 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $367,477 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $50 |
| 2016 : OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $1,730,067 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $18,313 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $18,150 |
| Total plan assets at end of year | 2016-12-31 | $7,285,553 |
| Total plan assets at beginning of year | 2016-12-31 | $5,573,799 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $444,917 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $300,000 |
| Other income received | 2016-12-31 | $598,666 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $1,711,754 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $7,285,553 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,573,799 |
| Assets. Value of participant loans | 2016-12-31 | $10,265 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $386,484 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $163 |
| 2015 : OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $643,638 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,074,624 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,074,461 |
| Total plan assets at end of year | 2015-12-31 | $5,573,799 |
| Total plan assets at beginning of year | 2015-12-31 | $6,004,785 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $391,007 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-91,486 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-430,986 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,573,799 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,004,785 |
| Assets. Value of participant loans | 2015-12-31 | $19,657 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $344,117 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $163 |
| 2014 : OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $993,390 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $296,245 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $296,036 |
| Total plan assets at end of year | 2014-12-31 | $6,004,785 |
| Total plan assets at beginning of year | 2014-12-31 | $5,307,640 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $356,396 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $323,224 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $697,145 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,004,785 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,307,640 |
| Assets. Value of participant loans | 2014-12-31 | $29,094 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $313,770 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $209 |
| 2013 : OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,622,153 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $73,525 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $73,319 |
| Total plan assets at end of year | 2013-12-31 | $5,307,640 |
| Total plan assets at beginning of year | 2013-12-31 | $3,759,012 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $352,684 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $33,104 |
| Other income received | 2013-12-31 | $933,998 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $1,548,628 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,307,640 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,759,012 |
| Assets. Value of participant loans | 2013-12-31 | $25,749 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $302,367 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $206 |
| 2012 : OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $806,061 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $434,766 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $434,566 |
| Total plan assets at end of year | 2012-12-31 | $3,759,012 |
| Total plan assets at beginning of year | 2012-12-31 | $3,387,717 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $349,835 |
| Other income received | 2012-12-31 | $203,529 |
| Net income (gross income less expenses) | 2012-12-31 | $371,295 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,759,012 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,387,717 |
| Assets. Value of participant loans | 2012-12-31 | $24,246 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $252,697 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $200 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2010 : OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $956,404 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,882 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $3,882 |
| Total plan assets at end of year | 2010-12-31 | $3,020,180 |
| Total plan assets at beginning of year | 2010-12-31 | $2,067,658 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $281,241 |
| Other income received | 2010-12-31 | $363,624 |
| Net income (gross income less expenses) | 2010-12-31 | $952,522 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,020,180 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,067,658 |
| Assets. Value of participant loans | 2010-12-31 | $6,000 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $311,539 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: OAK RIDGE INVESTMENTS, LLC 401(K) RETIREMENT PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
