Original filing (PDF)20241123110402NAL0002798113001

OAK TREE PARTNERS, LLC.

Name: OAK TREE PARTNERS, LLC. — OAK TREE PARTNERS, LLC 401(K) PLAN, Form 5500 (2023)
Creator: OAK TREE PARTNERS, LLC.

Form 5500-SF

FILING_RECEIVED

OAK TREE PARTNERS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OAK TREE PARTNERS, LLC..

Plan sponsor

Name

OAK TREE PARTNERS, LLC.

EIN

45-2691184

Address

335 WEST MAIN STREET · SUITE M · GALLATIN, TN · 37066

Phone

(615) 452-7500

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-07-26

Filed

2024-11-23

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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