OAK HARBOR WEALTH PARTNERS, LL 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
High average account balance
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$860K
Net assets (EOY)
$860K
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
85
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OAK HARBOR WEALTH PARTNERS LLC.
Plan sponsor
Name
OAK HARBOR WEALTH PARTNERS LLC
EIN
85-3479009
Address
3101 GLENWOOD AVE, SUITE 102 · RALEIGH, NC · 27612
Phone
(919) 981-9229
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
