How big is Great Oaks Foundation, Inc.'s plan?

Great Oaks Foundation, Inc.'s plan reported $1.3M in assets and 15 participants for 2025.

Original filing (PDF)20260415140830NAL0034819778001

Great Oaks Foundation, Inc.

Name: Great Oaks Foundation, Inc. — Great Oaks Foundation, Form 5500 (2025)
Creator: Great Oaks Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Great Oaks Foundation, Inc. 403(b) Plan

403(b) retirement plan · Great Oaks Foundation, Inc.'s Great Oaks Foundation, Inc. 403(b) Plan held $1.3M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Vanessa CEAS signed Great Oaks Foundation, Inc.'s 2025 Form 5500 as plan administrator.

Vanessa CEAS — 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

Great Oaks Foundation, Inc.'s EIN is 27-5281234.

EIN 27-5281234

Plan number 001

Plan year 2025

ACK ID 20260415140830NAL0034819778001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Great Oaks Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Great Oaks Foundation, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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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