How big is Emory Oak Partners' plan?

Emory Oak Partners' plan reported $344K in assets and 11 participants for 2024.

Original filing (PDF)20251015132035NAL0009790434001

Emory Oak Partners

Name: Emory Oak Partners — Emory Oak Partners 401(k) Plan, Form 5500 (2024)
Creator: Emory Oak Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Emory Oak Partners 401(k) Plan

401(k) retirement plan · Emory Oak Partners' Emory Oak Partners 401(k) Plan held $344K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$344K

Net assets (EOY)

$344K

People on this filing

Sumin CHA signed Emory Oak Partners' 2024 Form 5500 as plan administrator.

Sumin CHA — 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

Emory Oak Partners' EIN is 92-2006601.

EIN 92-2006601

Plan number 001

Plan year 2024

ACK ID 20251015132035NAL0009790434001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Emory Oak Partners' plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EMORY OAK PARTNERS.

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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