How big is One Oak Capital Management LLC's plan?

One Oak Capital Management LLC's plan reported $751K in assets and 3 participants for 2024.

Original filing (PDF)20251003090022NAL0002982306001

One Oak Capital Management LLC

Name: One Oak Capital Management LLC — One Oak Capital, Form 5500 (2024)
Creator: One Oak Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

One Oak Capital Management LLC 401(k) Plan

401(k) retirement plan · One Oak Capital Management LLC's One Oak Capital Management LLC 401(k) Plan held $751K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$751K

Net assets (EOY)

$751K

Plan identifiers

One Oak Capital Management LLC's EIN is 46-2187318.

EIN 46-2187318

Plan number 001

Plan year 2024

ACK ID 20251003090022NAL0002982306001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for One Oak Capital Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

One Oak Capital Management LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ONE OAK CAPITAL MANAGEMENT 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