How big is Oak Financial, Inc.'s plan?

Oak Financial, Inc.'s plan reported $950K in assets and 3 participants for 2024.

Original filing (PDF)20250616100200NAL0002124530004

Oak Financial, Inc.

Name: Oak Financial, Inc. — Oak Financial Inc. 401(k) Plan, Form 5500 (2024)
Creator: Oak Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Financial Inc. 401(k) Plan

401(k) retirement plan · Oak Financial, Inc.'s Oak Financial Inc. 401(k) Plan held $950K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$950K

Net assets (EOY)

$950K

People on this filing

Ronald M Eckert signed Oak Financial, Inc.'s 2024 Form 5500 as plan administrator.

Ronald M Eckert — 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 Financial, Inc.'s EIN is 35-2481567.

EIN 35-2481567

Plan number 001

Plan year 2024

ACK ID 20250616100200NAL0002124530004

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Helping the score