How big is Oak CPAS PLLC's plan?

Oak CPAS PLLC's plan reported $609K in assets and 12 participants for 2024.

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Original filing (PDF)20250715072324NAL0001401907001

Oak CPAS PLLC

Name: Oak CPAS PLLC — Form 5500 (2024)
Creator: Oak CPAS PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak CPAS PLLC

401(k) retirement plan · Oak CPAS PLLC held $609K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$609K

Net assets (EOY)

$609K

People on this filing

Shirley Horner signed Oak CPAS PLLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Oak CPAS PLLC's EIN is 88-2102666.

EIN 88-2102666

Plan number 001

Plan year 2024

ACK ID 20250715072324NAL0001401907001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oak CPAS PLLC'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 CPAS PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OAK CPAS PLLC

EIN

all filings

Address

800 W UNIVERSITY DR · SUITE B · ROCHESTER, MI · 48307

Phone

(248) 301-6460

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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