How big is Oak Consulting Group's plan?

Oak Consulting Group's plan reported $488K in assets and 2 participants for 2024.

Original filing (PDF)20250901092521NAL0022852640001

Oak Consulting Group

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

Form 5500-SF

FILING_RECEIVED

Oak Consulting Group 401(k) Profit Sharing Plan

401(k) retirement plan · Oak Consulting Group's Oak Consulting Group 401(k) Profit Sharing Plan held $488K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$488K

Net assets (EOY)

$488K

People on this filing

Paul Avery signed Oak Consulting Group's 2024 Form 5500 as plan administrator.

Paul Avery — 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 Consulting Group's EIN is 45-5330990.

EIN 45-5330990

Plan number 001

Plan year 2024

ACK ID 20250901092521NAL0022852640001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Consulting Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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