How big is Oak Tree Dentistry's plan?

Oak Tree Dentistry's plan reported $305K in assets and 19 participants for 2025.

Original filing (PDF)20260403121545NAL0001707459001

Oak Tree Dentistry

Name: Oak Tree Dentistry — Oak Tree Dentistry 401(k) Plan, Form 5500 (2025)
Creator: Oak Tree Dentistry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Tree Dentistry 401(k) Plan

401(k) retirement plan · Oak Tree Dentistry's Oak Tree Dentistry 401(k) Plan held $305K in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$305K

Net assets (EOY)

$305K

Plan identifiers

Oak Tree Dentistry's EIN is 82-0927769.

EIN 82-0927769

Plan number 001

Plan year 2025

ACK ID 20260403121545NAL0001707459001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Oak Tree Dentistry from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Oak Tree Dentistry'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 OAK TREE DENTISTRY.

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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

Knocking points off