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

Oakpoint Fund Services, LLC's plan reported $1.0M in assets and 3 participants for 2024.

Original filing (PDF)20250618084944NAL0005884498001

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 Cash Balance Pension Plan

Defined-benefit pension plan · Oakpoint Fund Services, LLC's Oakpoint Fund Services, LLC Cash Balance Pension Plan held $1.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

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

EIN 20-4980756

Plan number 002

Plan year 2024

ACK ID 20250618084944NAL0005884498001

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 a cash-balance formula.

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 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