How big is Oakleaf Treeworks Inc.'s plan?

Oakleaf Treeworks Inc.'s plan reported $786K in assets and 7 participants for 2025.

Original filing (PDF)20260210101454NAL0004635426001

Oakleaf Treeworks Inc.

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

Form 5500-SF

FILING_RECEIVED

Oakleaf Treeworks Inc. 401(k) Plan

401(k) retirement plan · Oakleaf Treeworks Inc.'s Oakleaf Treeworks Inc. 401(k) Plan held $786K in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$786K

Net assets (EOY)

$786K

People on this filing

Miriam Kaufman signed Oakleaf Treeworks Inc.'s 2025 Form 5500 as plan administrator.

Miriam Kaufman — 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

Oakleaf Treeworks Inc.'s EIN is 30-0778902.

EIN 30-0778902

Plan number 001

Plan year 2025

ACK ID 20260210101454NAL0004635426001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Oakleaf Treeworks Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Oakleaf Treeworks Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Knocking points off