How big is Great Oak Wealth Management's plan?

Great Oak Wealth Management's plan reported $314K in assets and 2 participants for 2025.

Original filing (PDF)20260422221919NAL0004107521097

Great Oak Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Great Oak Wealth Management 401(k) Plan

401(k) retirement plan · Great Oak Wealth Management's Great Oak Wealth Management 401(k) Plan held $314K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$314K

Net assets (EOY)

$314K

Plan identifiers

Great Oak Wealth Management's EIN is 84-3708841.

EIN 84-3708841

Plan number 001

Plan year 2025

ACK ID 20260422221919NAL0004107521097

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Great Oak Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Great Oak Wealth Management'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 GREAT OAK WEALTH MANAGEMENT.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

GREAT OAK WEALTH MANAGEMENT

EIN

all filings

Address

2295 WELLS RD · POTTSTOWN, PA · 19465

Phone

(484) 986-2002

Industry

Finance & Insurance

Plan administrator