How big is Great Oak Capital Partners, LLC's plan?

Great Oak Capital Partners, LLC's plan reported $275K in assets and 4 participants for 2024.

Original filing (PDF)20250711144806NAL0004756643001

Great Oak Capital Partners, LLC

Name: Great Oak Capital Partners, LLC — Great Oak 401(k), Form 5500 (2024)
Creator: Great Oak Capital Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Great Oak 401(k) Plan

401(k) retirement plan · Great Oak Capital Partners, LLC's Great Oak 401(k) Plan held $275K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$275K

Net assets (EOY)

$275K

People on this filing

William Sylvia signed Great Oak Capital Partners, LLC's 2024 Form 5500 as plan administrator.

William Sylvia — 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

Great Oak Capital Partners, LLC's EIN is 47-4421466.

EIN 47-4421466

Plan number 001

Plan year 2024

ACK ID 20250711144806NAL0004756643001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Great Oak Capital Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

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