Original filing (PDF)20250730110648NAL0001859891001

OAK HARVEST FINANCIAL GROUP

Name: OAK HARVEST FINANCIAL GROUP — OAK HARVEST 401(K) PLAN, Form 5500 (2024)
Creator: OAK HARVEST FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

OAK HARVEST 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 HARVEST FINANCIAL GROUP.

Plan sponsor

Name

OAK HARVEST FINANCIAL GROUP

EIN

45-5065979

Address

920 MEMORIAL CITY WAY · SUITE #120 · HOUSTON, TX · 77024

Phone

(281) 822-1350

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-18

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

OMNI 360 ADVISORS, LLC

OMNI 360 ADVISORS, LLC 401(K) PLAN

$1.6M · 26 participants

PALMETTO INVESTMENT CONSULTANTS, LLC

PALMETTO INVESTMENT CONSULTANTS 401(K) PLAN

$1.6M · 4 participants

WEALTH MANAGING PARTNERS, INC.

WEALTH MANAGING PARTNERS, INC. 401(K) PROFIT SHARING PLAN

$1.6M · 7 participants

ARQ WEALTH ADVISORS, LLC

ARQ WEALTH ADVISORS, LLC 401K

$1.6M · 11 participants

BROADMARK ASSET MANAGEMENT LLC

BROADMARK ASSET MANAGEMENT LLC 401(K) PLAN