How big is Oak Harvest Financial Group's plan?

Oak Harvest Financial Group's plan reported $1.6M in assets and 43 participants for 2024.

Original filing (PDF)20250730110648NAL0001859891001

Oak Harvest Financial Group

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

Form 5500-SF

FILING_RECEIVED

Oak Harvest 401(k) Plan

401(k) retirement plan · Oak Harvest Financial Group's Oak Harvest 401(k) Plan held $1.6M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Oak Harvest Financial Group's EIN is 45-5065979.

EIN 45-5065979

Plan number 001

Plan year 2024

ACK ID 20250730110648NAL0001859891001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Harvest Financial Group's plan includes profit-sharing, 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 OAK HARVEST FINANCIAL GROUP.

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Plan health score

Above-average plan

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

Knocking points off