Original filing (PDF)20250218094351NAL0002259331001

GREAT OAK ENERGY, INC.

Name: GREAT OAK ENERGY, INC. — GREAT OAK ENERGY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: GREAT OAK ENERGY, INC.

Form 5500-SF

FILING_RECEIVED

GREAT OAK ENERGY, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 27.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREAT OAK ENERGY, INC..

Plan sponsor

Name

GREAT OAK ENERGY, INC.

EIN

25-1578309

Address

637 ALLEGHENY AVENUE · P.O.BOX 445 · OAKMONT, PA · 151390445

Phone

(412) 828-2900

Industry

Mining, Quarrying, Oil & Gassee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-02-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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