How big is The Oaks Inc.'s plan?

The Oaks Inc.'s plan reported $184K in assets and 31 participants for 2024.

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Original filing (PDF)20250721170448NAL0001960496001

The Oaks Inc.

Name: The Oaks Inc. — Form 5500 (2024)
Creator: The Oaks Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Oaks Inc.

401(k) retirement plan · The Oaks Inc. held $184K in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$184K

Net assets (EOY)

$184K

People on this filing

Shirley Horner signed The Oaks Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

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Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Oaks Inc.'s EIN is 84-3459561.

EIN 84-3459561

Plan number 001

Plan year 2024

ACK ID 20250721170448NAL0001960496001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Oaks Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Oaks Inc.'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 THE OAKS INC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score