How big is Oak Tree Wealth Partners' plan?

Oak Tree Wealth Partners' plan reported $183K in assets and 8 participants for 2022.

Original filing (PDF)20230926122528NAL0005687011001

Oak Tree Wealth Partners

Name: Oak Tree Wealth Partners — Oak Tree Wealth Partners, Form 5500 (2022)
Creator: Oak Tree Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Tree Wealth Partners 401(k) Plan

401(k) retirement plan · Oak Tree Wealth Partners' Oak Tree Wealth Partners 401(k) Plan held $183K in plan assets for 8 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$183K

Net assets (EOY)

$183K

People on this filing

John T. Becker signed Oak Tree Wealth Partners' 2022 Form 5500 as plan administrator.

John T. Becker — 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 Tree Wealth Partners' EIN is 83-3752437.

EIN 83-3752437

Plan number 001

Plan year 2022

ACK ID 20230926122528NAL0005687011001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Oak Tree Wealth Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Oak Tree Wealth Partners' 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 TREE WEALTH PARTNERS.

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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