How big is Oak Harbor Wealth Partners LLC's plan?

Oak Harbor Wealth Partners LLC's plan reported $860K in assets and 7 participants for 2024.

Original filing (PDF)20251006111145NAL0003316433001

Oak Harbor Wealth Partners LLC

Name: Oak Harbor Wealth Partners LLC — Oak Harbor Wealth, Form 5500 (2024)
Creator: Oak Harbor Wealth Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Harbor Wealth Partners, LL 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Oak Harbor Wealth Partners LLC's Oak Harbor Wealth Partners, LL 401(k) Profit Sharing Plan & Trust held $860K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$860K

Net assets (EOY)

$860K

Plan identifiers

Oak Harbor Wealth Partners LLC's EIN is 85-3479009.

EIN 85-3479009

Plan number 001

Plan year 2024

ACK ID 20251006111145NAL0003316433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oak Harbor Wealth Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Harbor Wealth Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 HARBOR WEALTH PARTNERS LLC.

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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