How big is The Oak Financial Group LLC's plan?

The Oak Financial Group LLC's plan reported $1.2M in assets and 10 participants for 2024.

Original filing (PDF)20250929172217NAL0027364914001

The Oak Financial Group LLC

Name: The Oak Financial Group LLC — The Oak Financial, Form 5500 (2024)
Creator: The Oak Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Oak Financial Group LLC 401(k) PSP

401(k) retirement plan · The Oak Financial Group LLC's The Oak Financial Group LLC 401(k) PSP held $1.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

The Oak Financial Group LLC's EIN is 01-0668352.

EIN 01-0668352

Plan number 001

Plan year 2024

ACK ID 20250929172217NAL0027364914001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Oak Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Oak Financial Group LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE OAK FINANCIAL GROUP LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score