How big is The Oakleaf Group, LLC's plan?

The Oakleaf Group, LLC's plan reported $2.6M in assets and 41 participants for 2024.

Original filing (PDF)20251001072216NAL0020642178001

The Oakleaf Group, LLC

Name: The Oakleaf Group, LLC — The Oakleaf Group, LLC, Form 5500 (2024)
Creator: The Oakleaf Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Oakleaf Group, LLC 401(k) Plan

401(k) retirement plan · The Oakleaf Group, LLC's The Oakleaf Group, LLC 401(k) Plan held $2.6M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

The Oakleaf Group, LLC's EIN is 26-0363678.

EIN 26-0363678

Plan number 001

Plan year 2024

ACK ID 20251001072216NAL0020642178001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Oakleaf Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Oakleaf Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE OAKLEAF GROUP, 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