How big is Oak Tree Development Center, Inc.'s plan?

Oak Tree Development Center, Inc.'s plan reported $2.2M in assets and 4 participants for 2024.

Original filing (PDF)20251015085959NAL0004132849001

Oak Tree Development Center, Inc.

Name: Oak Tree Development Center, Inc. — Oak Tree Develop, Form 5500 (2024)
Creator: Oak Tree Development Center, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Tree Developmental Center Inc. 401(k) PSP

401(k) retirement plan · Oak Tree Development Center, Inc.'s Oak Tree Developmental Center Inc. 401(k) PSP held $2.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Mary A. Lee signed Oak Tree Development Center, Inc.'s 2024 Form 5500 as plan administrator.

Mary A. Lee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Oak Tree Development Center, Inc.'s EIN is 20-3847714.

EIN 20-3847714

Plan number 001

Plan year 2024

ACK ID 20251015085959NAL0004132849001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oak Tree Development Center, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Tree Development Center, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

OAK TREE DEVELOPMENT CENTER, INC.

EIN

all filings

Address

1640 N WELLS · SUITE # 103 · CHICAGO, IL · 60614

Phone

(312) 642-4300

Industry

Health Care & Social Assistance

Plan administrator