How big is Oak Group Wealth Management, LLC's plan?

Oak Group Wealth Management, LLC's plan reported $170K in assets and 3 participants for 2024.

Original filing (PDF)20250722090720NAL0006253666001

Oak Group Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Oak Group Wealth Management, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Oak Group Wealth Management, LLC's Oak Group Wealth Management, LLC 401(k) Profit Sharing Plan and Trust held $170K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$170K

Net assets (EOY)

$170K

Plan identifiers

Oak Group Wealth Management, LLC's EIN is 88-1628905.

EIN 88-1628905

Plan number 001

Plan year 2024

ACK ID 20250722090720NAL0006253666001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Group Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 GROUP WEALTH MANAGEMENT, 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