How big is Oak Grove Wealth Partners, LLC's plan?

Oak Grove Wealth Partners, LLC's plan reported $3.5M in assets and 11 participants for 2025.

Original filing (PDF)20260505075857NAL0000703201001

Oak Grove Wealth Partners, LLC

Name: Oak Grove Wealth Partners, LLC — Oak Grove Wealth, Form 5500 (2025)
Creator: Oak Grove Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Grove Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · Oak Grove Wealth Partners, LLC's Oak Grove Wealth Partners, LLC 401(k) Plan held $3.5M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Oak Grove Wealth Partners, LLC's EIN is 83-1190834.

EIN 83-1190834

Plan number 001

Plan year 2025

ACK ID 20260505075857NAL0000703201001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Oak Grove Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Oak Grove Wealth Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OAK GROVE WEALTH PARTNERS, 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