How big is Oaknorth's plan?

Oaknorth's plan reported $919K in assets and 17 participants for 2024.

Original filing (PDF)20251015234600NAL0007648176001

Oaknorth

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

Form 5500-SF

FILING_RECEIVED

Oaknorth 401(k) Plan

401(k) retirement plan · Oaknorth's Oaknorth 401(k) Plan held $919K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$919K

Net assets (EOY)

$919K

People on this filing

Raheema Sattar signed Oaknorth's 2024 Form 5500 as plan administrator.

Raheema Sattar — 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

Oaknorth's EIN is 37-1870003.

EIN 37-1870003

Plan number 001

Plan year 2024

ACK ID 20251015234600NAL0007648176001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oaknorth'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 OAKNORTH.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OAKNORTH

EIN

all filings

Address

445 PARK AVENUE · 6TH FLOOR · NEW YORK, NY · 10022

Phone

(646) 246-8840

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3C · Not intended to be qualified

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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