How big is Greenoak Accounting LLC's plan?

Greenoak Accounting LLC's plan reported $955K in assets and 34 participants for 2025.

Original filing (PDF)20260422220151NAL0002208787003

Greenoak Accounting LLC

Name: Greenoak Accounting LLC — Greenoak Accounting 401(k), Form 5500 (2025)
Creator: Greenoak Accounting LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Greenoak Accounting 401(k) Plan

401(k) retirement plan · Greenoak Accounting LLC's Greenoak Accounting 401(k) Plan held $955K in plan assets for 34 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$955K

Net assets (EOY)

$955K

People on this filing

Elantha Barry signed Greenoak Accounting LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Greenoak Accounting LLC's EIN is 81-5021985.

EIN 81-5021985

Plan number 001

Plan year 2025

ACK ID 20260422220151NAL0002208787003

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Greenoak Accounting LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Greenoak Accounting LLC's 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 GREENOAK ACCOUNTING 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

GREENOAK ACCOUNTING LLC

EIN

all filings

Address

8140 ASHTON AVE · #108 · MANASSAS, VA · 20109

Phone

(571) 208-2065

Industry

CPA Offices· Professional & Technical Services

Plan administrator