Original filing (PDF)20241104052959NAL0006527649001

OAK TREE MANAGEMENT LTD

Name: OAK TREE MANAGEMENT LTD — OAK TREE MANAGEMENT LTD 401(K) PLAN, Form 5500 (2023)
Creator: OAK TREE MANAGEMENT LTD

Form 5500-SF

FILING_RECEIVED

OAK TREE MANAGEMENT LTD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OAK TREE MANAGEMENT LTD.

Plan sponsor

Name

OAK TREE MANAGEMENT LTD

EIN

11-2805518

Address

264 SIXTH AVENUE · BROOKLYN, NY · 11215

Phone

(718) 788-6515

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-31

Filed

2024-11-04

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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