How big is Great Oaks Academy's plan?

Great Oaks Academy's plan reported $8K in assets and 16 participants for 2024.

Original filing (PDF)20250721094610NAL0001650160001

Great Oaks Academy

Name: Great Oaks Academy — Great Oaks Academy 401(k) Plan, Form 5500 (2024)
Creator: Great Oaks Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Great Oaks Academy 401(k) Plan

401(k) retirement plan · Great Oaks Academy's Great Oaks Academy 401(k) Plan held $8K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Marcus Bowie signed Great Oaks Academy's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Academy's EIN is 88-3463183.

EIN 88-3463183

Plan number 001

Plan year 2024

ACK ID 20250721094610NAL0001650160001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Great Oaks Academy's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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