How big is Oak Leaf Wealth Management's plan?

Oak Leaf Wealth Management's plan reported $707K in assets and 8 participants for 2024.

Original filing (PDF)20250714093731NAL0000871441001

Oak Leaf Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Oak Leaf Wealth Management 401(k) Plan

401(k) retirement plan · Oak Leaf Wealth Management's Oak Leaf Wealth Management 401(k) Plan held $707K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$707K

Net assets (EOY)

$707K

Plan identifiers

Oak Leaf Wealth Management's EIN is 86-1294504.

EIN 86-1294504

Plan number 001

Plan year 2024

ACK ID 20250714093731NAL0000871441001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Leaf Wealth Management'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 LEAF 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