How big is Oak Tree Property Group, Inc.'s plan?

Oak Tree Property Group, Inc.'s plan reported $632K in assets and 6 participants for 2024.

Original filing (PDF)20250916152337NAL0002102241001

Oak Tree Property Group, Inc.

Name: Oak Tree Property Group, Inc. — Oak Tree Property, Form 5500 (2024)
Creator: Oak Tree Property Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Tree Property Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Oak Tree Property Group, Inc.'s Oak Tree Property Group, Inc. 401(k) Profit Sharing Plan held $632K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$632K

Net assets (EOY)

$632K

Plan identifiers

Oak Tree Property Group, Inc.'s EIN is 83-1896885.

EIN 83-1896885

Plan number 001

Plan year 2024

ACK ID 20250916152337NAL0002102241001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Tree Property Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OAK TREE PROPERTY GROUP, INC..

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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