How big is Eight Oaks Financial LLC's plan?

Eight Oaks Financial LLC's plan reported $243K in assets and 3 participants for 2024.

Original filing (PDF)20250709162611NAL0003494723001

Eight Oaks Financial LLC

Name: Eight Oaks Financial LLC — Eight Oaks Financial, Form 5500 (2024)
Creator: Eight Oaks Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eight Oaks Financial 401(k) Plan

401(k) retirement plan · Eight Oaks Financial LLC's Eight Oaks Financial 401(k) Plan held $243K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$243K

Net assets (EOY)

$243K

People on this filing

Andrew Chatham signed Eight Oaks Financial LLC's 2024 Form 5500 as plan administrator.

Andrew Chatham — 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

Eight Oaks Financial LLC's EIN is 86-1375592.

EIN 86-1375592

Plan number 001

Plan year 2024

ACK ID 20250709162611NAL0003494723001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eight Oaks Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eight Oaks Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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