How big is Oak Tree Family Dentistry, LLC's plan?

Oak Tree Family Dentistry, LLC's plan reported $340K in assets and 15 participants for 2024.

Original filing (PDF)20250721155200NAL0004302258001

Oak Tree Family Dentistry, LLC

Name: Oak Tree Family Dentistry, LLC — Oak Tree Family, Form 5500 (2024)
Creator: Oak Tree Family Dentistry, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Tree Family Dentistry 401(k) Plan

401(k) retirement plan · Oak Tree Family Dentistry, LLC's Oak Tree Family Dentistry 401(k) Plan held $340K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$340K

Net assets (EOY)

$340K

People on this filing

Cuong Nguyen signed Oak Tree Family Dentistry, LLC's 2024 Form 5500 as plan administrator.

Cuong Nguyen — 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 Family Dentistry, LLC's EIN is 45-5209200.

EIN 45-5209200

Plan number 001

Plan year 2024

ACK ID 20250721155200NAL0004302258001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oak Tree Family Dentistry, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Tree Family Dentistry, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 TREE FAMILY DENTISTRY, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score