How big is Richard M. Oakley, D.D.S., Chartered's plan?

Richard M. Oakley, D.D.S., Chartered's plan reported $1.2M in assets and 8 participants for 2024.

Original filing (PDF)20250929151058NAL0027094002001

Richard M. Oakley, D.D.S., Chartered

Name: Richard M. Oakley, D.D.S., Chartered — Dr. Richard, Form 5500 (2024)
Creator: Richard M. Oakley, D.D.S., Chartered
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Richard M. Oakley, D.D.S., Chartered Cash Balance Plan

Defined-benefit pension plan · Richard M. Oakley, D.D.S., Chartered's Dr. Richard M. Oakley, D.D.S., Chartered Cash Balance Plan held $1.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Richard M. Oakley, D.D.S., Chartered's EIN is 48-0872841.

EIN 48-0872841

Plan number 005

Plan year 2024

ACK ID 20250929151058NAL0027094002001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Richard M. Oakley, D.D.S., Chartered from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Richard M. Oakley, D.D.S., Chartered's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD M. OAKLEY, D.D.S., CHARTERED.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score