Original filing (PDF)20241104052959NAL0006527649001

Oak Tree Management Ltd.

Name: Oak Tree Management Ltd. — Oak Tree Management Ltd., Form 5500 (2023)
Creator: Oak Tree Management Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Tree Management Ltd. 401(k) Plan

401(k) retirement plan · Oak Tree Management Ltd.'s Oak Tree Management Ltd. 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Oak Tree Management Ltd.'s EIN is 11-2805518.

EIN 11-2805518

Plan number 001

Plan year 2023

ACK ID 20241104052959NAL0006527649001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Oak Tree Management Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Oak Tree Management Ltd.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OAK TREE MANAGEMENT LTD.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score