How big is Oak Associates' plan?

Oak Associates' plan reported $18K in assets and 9 participants for 2024.

Original filing (PDF)20250729141344NAL0002910817001

Oak Associates

Name: Oak Associates — Oak Associates SOCA Benefit Plan, Form 5500 (2024)
Creator: Oak Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Associates SOCA Benefit Plan

Health & welfare plan · Oak Associates' Oak Associates SOCA Benefit Plan held $18K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$18K

Net assets (EOY)

$6K

People on this filing

Matt Appenzeller signed Oak Associates' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Oak Associates' EIN is 34-1818085.

EIN 34-1818085

Plan number 501

Plan year 2024

ACK ID 20250729141344NAL0002910817001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Associates' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score