How big is Penn Oak Services' plan?

Penn Oak Services' plan reported $3K in assets and 1 participants for 2024.

Original filing (PDF)20250721200330NAL0004091858001

Penn Oak Services

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

Form 5500-SF

FILING_RECEIVED

Penn Oak Services

401(k) retirement plan · Penn Oak Services held $3K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Nick Rice signed Penn Oak Services' 2024 Form 5500 as plan administrator.

Nick Rice — 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

Penn Oak Services' EIN is 82-1241215.

EIN 82-1241215

Plan number 001

Plan year 2024

ACK ID 20250721200330NAL0004091858001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Penn Oak 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 PENN OAK 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