How big is Georgia Oak Partners LLC's plan?

Georgia Oak Partners LLC's plan reported $244K in assets and 6 participants for 2025.

Original filing (PDF)20260427220121NAL0014189936057

Georgia Oak Partners LLC

Name: Georgia Oak Partners LLC — Georgia Oak Partners, Form 5500 (2025)
Creator: Georgia Oak Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Georgia Oak Partners 401(k) Plan

401(k) retirement plan · Georgia Oak Partners LLC's Georgia Oak Partners 401(k) Plan held $244K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$244K

Net assets (EOY)

$244K

People on this filing

Elantha Barry signed Georgia Oak Partners LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Georgia Oak Partners LLC's EIN is 27-3481849.

EIN 27-3481849

Plan number 001

Plan year 2025

ACK ID 20260427220121NAL0014189936057

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Georgia Oak Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Georgia Oak Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEORGIA OAK PARTNERS 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