· 2022–2024 · DOL EFAST2

EAGLE OAK WEALTH PARTNERS, LLC — BERSTEIN FREEMAN WEALTH PARTNERS LLC 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250926101834NAL0021399906001

EAGLE OAK WEALTH PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

BERSTEIN FREEMAN WEALTH PARTNERS LLC 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$272K

Net assets (EOY)

$272K

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

80

Vendor & structure

100

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

EAGLE OAK WEALTH PARTNERS, LLC

EIN

93-1718445

Address

1800 N. MILITARY TRAIL, SUITE 210 · BOCA RATON, FL · 33431

Phone

(561) 918-3033

Industry

Finance & Insurancesee all

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

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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