Great Oak Capital Partners, LLC (EIN 47-4421466) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $811K in plan assets and 7 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Great Oak Capital Partners, LLC Cash Balance Plan Balance Plan | 002 | 3 | $536K |
| Great Oak 401(k) Plan | 001 | 4 | $275K |
47-4421466 is the Employer Identification Number (EIN) Great Oak Capital Partners, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Massachusetts EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
