How big is Oak Wealth Partners, Inc.'s plan?

Oak Wealth Partners, Inc.'s plan reported $74K in assets and 12 participants for 2024.

Original filing (PDF)20250828150028NAL0005639443001

Oak Wealth Partners, Inc.

Name: Oak Wealth Partners, Inc. — Scarborough Enterprises, Form 5500 (2024)
Creator: Oak Wealth Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scarborough Enterprises 401(k) Plan

401(k) retirement plan · Oak Wealth Partners, Inc.'s Scarborough Enterprises 401(k) Plan held $74K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$74K

Net assets (EOY)

$74K

Plan identifiers

Oak Wealth Partners, Inc.'s EIN is 82-4418307.

EIN 82-4418307

Plan number 001

Plan year 2024

ACK ID 20250828150028NAL0005639443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oak Wealth Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Wealth Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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