How big is Great Oaks LLC's plan?

Great Oaks LLC's plan reported $1.0M in assets and 16 participants for 2025.

Original filing (PDF)20260415130649NAL0025429202001

Great Oaks LLC

Name: Great Oaks LLC — Great Oaks LLC 401(k) Profit, Form 5500 (2025)
Creator: Great Oaks LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Great Oaks LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Great Oaks LLC's Great Oaks LLC 401(k) Profit Sharing Plan held $1.0M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

William Pennington signed Great Oaks LLC's 2025 Form 5500 as plan administrator.

William Pennington — 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

Great Oaks LLC's EIN is 85-4159959.

EIN 85-4159959

Plan number 001

Plan year 2025

ACK ID 20260415130649NAL0025429202001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Great Oaks LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREAT OAKS 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