Original filing (PDF)20250702080220NAL0007153235001

FORTTRES CAPITAL PARTNERS, LLC DBA OAK CREST WEALTH MANAGEMENT

Name: FORTTRES CAPITAL PARTNERS, LLC DBA OAK CREST WEALTH MANAGEMENT — OAK CREST WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: FORTTRES CAPITAL PARTNERS, LLC DBA OAK CREST WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

OAK CREST WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$744K

Net assets (EOY)

$744K

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.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORTTRES CAPITAL PARTNERS, LLC DBA OAK CREST WEALTH MANAGEMENT.

Plan sponsor

Name

FORTTRES CAPITAL PARTNERS, LLC DBA OAK CREST WEALTH MANAGEMENT

EIN

45-4464253all filings

Address

3213 NW AVIGNON WAY · BENTONVILLE, AR · 72712

Phone

(479) 268-4662

Industry

Finance & Insurancesee all

Plan administrator