How big is Oakcrest School's plan?

Oakcrest School's plan reported $3.3M in assets and 84 participants for 2023.

Original filing (PDF)20250410024905NAL0041930130001

Oakcrest School

Name: Oakcrest School — Oakcrest School 403(b) Plan, Form 5500 (2023)
Creator: Oakcrest School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oakcrest School 403(b) Plan

403(b) retirement plan · Oakcrest School's Oakcrest School 403(b) Plan held $3.3M in plan assets for 84 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Oakcrest School's EIN is 52-1182755.

EIN 52-1182755

Plan number 001

Plan year 2023

ACK ID 20250410024905NAL0041930130001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Oakcrest School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Oakcrest School's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OAKCREST SCHOOL.

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Plan health score

Above-average plan

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

Knocking points off