How big is Birnam Oak Advisors, LP's plan?

Birnam Oak Advisors, LP's plan reported $40K in assets and 7 participants for 2024.

Original filing (PDF)20250717121334NAL0000378880001

Birnam Oak Advisors, LP

Name: Birnam Oak Advisors, LP — Birnam Oak Advisors, LP, Form 5500 (2024)
Creator: Birnam Oak Advisors, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Birnam Oak Advisors, LP 401(k) Plan

401(k) retirement plan · Birnam Oak Advisors, LP's Birnam Oak Advisors, LP 401(k) Plan held $40K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

Plan identifiers

Birnam Oak Advisors, LP's EIN is 93-2650829.

EIN 93-2650829

Plan number 001

Plan year 2024

ACK ID 20250717121334NAL0000378880001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Birnam Oak Advisors, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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