How big is Oakpoint Fund Services, LLC's plan?

Oakpoint Fund Services, LLC's plan reported $328K in assets and 4 participants for 2024.

Original filing (PDF)20250618085147NAL0001189715001

Oakpoint Fund Services, LLC

Name: Oakpoint Fund Services, LLC — Oakpoint Fund, Form 5500 (2024)
Creator: Oakpoint Fund Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oakpoint Fund Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Oakpoint Fund Services, LLC's Oakpoint Fund Services, LLC 401(k) Profit Sharing Plan held $328K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$328K

Net assets (EOY)

$328K

Plan identifiers

Oakpoint Fund Services, LLC's EIN is 20-4980756.

EIN 20-4980756

Plan number 001

Plan year 2024

ACK ID 20250618085147NAL0001189715001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oakpoint Fund Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oakpoint Fund Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 OAKPOINT FUND SERVICES, 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