How big is Oak Wealth Management, LLC's plan?

Oak Wealth Management, LLC's plan reported $231K in assets and 4 participants for 2024.

Original filing (PDF)20250612160008NAL0014955139001

Oak Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Oak Wealth Management, LLC., 401(k) Plan & Trust

401(k) retirement plan · Oak Wealth Management, LLC's Oak Wealth Management, LLC., 401(k) Plan & Trust held $231K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$231K

Net assets (EOY)

$231K

People on this filing

Frank Aceves, Jr. signed Oak Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Frank Aceves, Jr. — 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 Wealth Management, LLC's EIN is 46-4699386.

EIN 46-4699386

Plan number 001

Plan year 2024

ACK ID 20250612160008NAL0014955139001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 WEALTH 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