How big is Oak Branch Advisors LLC's plan?

Oak Branch Advisors LLC's plan reported $989K in assets and 16 participants for 2025.

Original filing (PDF)20260211093130NAL0006602722001

Oak Branch Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Oak Branch Advisors 401(k) Plan

401(k) retirement plan · Oak Branch Advisors LLC's Oak Branch Advisors 401(k) Plan held $989K in plan assets for 16 participants in 2025.

Signals · 1

Late filing · 50.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$989K

Net assets (EOY)

$989K

People on this filing

CHAD Burhance signed Oak Branch Advisors LLC's 2025 Form 5500 as plan administrator.

CHAD Burhance — 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 Branch Advisors LLC's EIN is 82-3391798.

EIN 82-3391798

Plan number 001

Plan year 2025

ACK ID 20260211093130NAL0006602722001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Oak Branch Advisors 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 OAK BRANCH ADVISORS LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off