How big is Oak Tree Support Services' plan?

Oak Tree Support Services' plan reported $237K in assets and 44 participants for 2024.

Original filing (PDF)20250718120516NAL0001734577001

Oak Tree Support Services

Name: Oak Tree Support Services — Oak Tree Support, Form 5500 (2024)
Creator: Oak Tree Support Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Tree Support Services 401(k) Plan

401(k) retirement plan · Oak Tree Support Services' Oak Tree Support Services 401(k) Plan held $237K in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$237K

Net assets (EOY)

$237K

People on this filing

Marcus Bowie signed Oak Tree Support Services' 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Oak Tree Support Services' EIN is 81-4195055.

EIN 81-4195055

Plan number 001

Plan year 2024

ACK ID 20250718120516NAL0001734577001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oak Tree Support Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Tree Support Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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