How big is Oaks Unlimited, Inc.'s plan?

Oaks Unlimited, Inc.'s plan reported $1.3M in assets and 26 participants for 2025.

Original filing (PDF)20260415141318NAL0011808419001

Oaks Unlimited, Inc.

Name: Oaks Unlimited, Inc. — Oaks Unlimited, Inc. 401(k), Form 5500 (2025)
Creator: Oaks Unlimited, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oaks Unlimited, Inc. 401(k) Plan

401(k) retirement plan · Oaks Unlimited, Inc.'s Oaks Unlimited, Inc. 401(k) Plan held $1.3M in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Trent Thomas signed Oaks Unlimited, Inc.'s 2025 Form 5500 as plan administrator.

Trent Thomas — 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

Oaks Unlimited, Inc.'s EIN is 56-1274759.

EIN 56-1274759

Plan number 001

Plan year 2025

ACK ID 20260415141318NAL0011808419001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Oaks Unlimited, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Oaks Unlimited, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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