How big is Oak Wealth Management's plan?

Oak Wealth Management's plan reported $337K in assets and 4 participants for 2025.

Original filing (PDF)20260514081308NAL0008283521001

Oak Wealth Management

Name: Oak Wealth Management — Oak Wealth Management 401(k), Form 5500 (2025)
Creator: Oak Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Wealth Management 401(k) Plan

401(k) retirement plan · Oak Wealth Management's Oak Wealth Management 401(k) Plan held $337K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$337K

Net assets (EOY)

$337K

People on this filing

David Cawley signed Oak Wealth Management's 2025 Form 5500 as plan administrator.

David Cawley — 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 Wealth Management's EIN is 93-2130877.

EIN 93-2130877

Plan number 001

Plan year 2025

ACK ID 20260514081308NAL0008283521001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Oak Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Oak Wealth Management's plan includes 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 OAK WEALTH MANAGEMENT.

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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