How big is Oak Capital Mortgage's plan?

Oak Capital Mortgage's plan reported $121K in assets and 4 participants for 2024.

Original filing (PDF)20250723090145NAL0009718194001

Oak Capital Mortgage

Name: Oak Capital Mortgage — Oak Capital Mortgage 401(k), Form 5500 (2024)
Creator: Oak Capital Mortgage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Capital Mortgage 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Oak Capital Mortgage's Oak Capital Mortgage 401(k) Profit Sharing Plan & Trust held $121K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$121K

Net assets (EOY)

$121K

People on this filing

Matthew Hassey signed Oak Capital Mortgage's 2024 Form 5500 as plan administrator.

Matthew Hassey — 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 Capital Mortgage's EIN is 84-3758564.

EIN 84-3758564

Plan number 001

Plan year 2024

ACK ID 20250723090145NAL0009718194001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oak Capital Mortgage from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Capital Mortgage'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 OAK CAPITAL MORTGAGE.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

OAK CAPITAL MORTGAGE

EIN

all filings

Address

1800 CENTRAL AVE STE 301 · CHARLOTTE, NC · 282055732

Phone

(704) 275-8175

Industry

Finance & Insurance

Plan administrator