How big is Seven Oaks Management LLC's plan?

Seven Oaks Management LLC's plan reported $14K in assets and 12 participants for 2023.

Original filing (PDF)20250429094627NAL0000206035001

Seven Oaks Management LLC

Name: Seven Oaks Management LLC — Seven Oaks Management, Form 5500 (2023)
Creator: Seven Oaks Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Seven Oaks Management LLC GCF Benefit Plan

Health & welfare plan · Seven Oaks Management LLC's Seven Oaks Management LLC GCF Benefit Plan held $14K in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$14K

Net assets (EOY)

$5K

People on this filing

Morgan Law signed Seven Oaks Management LLC's 2023 Form 5500 as plan administrator.

Morgan Law — 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

Seven Oaks Management LLC's EIN is 20-5502137.

EIN 20-5502137

Plan number 501

Plan year 2023

ACK ID 20250429094627NAL0000206035001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Seven Oaks Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Seven Oaks Management LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score