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

Southern Oak Management, LLC's plan reported $8.7M in assets and 40 participants for 2024.

Original filing (PDF)20250522090742NAL0002496977001

Southern Oak Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Southern Oak Management, LLC 401(k) Plan

401(k) retirement plan · Southern Oak Management, LLC's Southern Oak Management, LLC 401(k) Plan held $8.7M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

Tony Loughman signed Southern Oak Management, LLC's 2024 Form 5500 as plan administrator.

Tony Loughman — 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

Southern Oak Management, LLC's EIN is 56-2480776.

EIN 56-2480776

Plan number 001

Plan year 2024

ACK ID 20250522090742NAL0002496977001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southern Oak Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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