How big is Oak Hill Fund's plan?

Oak Hill Fund's plan reported $3.3M in assets and 6 participants for 2024.

Original filing (PDF)20250725114558NAL0017000866001

Oak Hill Fund

Name: Oak Hill Fund — Oak Hill Fund Retirement Plan, Form 5500 (2024)
Creator: Oak Hill Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Hill Fund Retirement Plan

401(k) retirement plan · Oak Hill Fund's Oak Hill Fund Retirement Plan held $3.3M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Oak Hill Fund's EIN is 31-1810011.

EIN 31-1810011

Plan number 001

Plan year 2024

ACK ID 20250725114558NAL0017000866001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oak Hill Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Hill Fund'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 OAK HILL FUND.

Finding similar companies…

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