Original filing (PDF)20241123110402NAL0002798113001

Oak Tree Partners, LLC.

Name: Oak Tree Partners, LLC. — Oak Tree Partners, LLC, Form 5500 (2023)
Creator: Oak Tree Partners, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Tree Partners, LLC 401(k) Plan

401(k) retirement plan · Oak Tree Partners, LLC.'s Oak Tree Partners, LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Barbara Smith signed Oak Tree Partners, LLC.'s 2023 Form 5500 as plan administrator.

Barbara Smith — 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 Tree Partners, LLC.'s EIN is 45-2691184.

EIN 45-2691184

Plan number 001

Plan year 2023

ACK ID 20241123110402NAL0002798113001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Oak Tree Partners, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Oak Tree Partners, LLC.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 TREE PARTNERS, LLC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score