How big is Oak Med Inc.'s plan?

Oak Med Inc.'s plan reported $873K in assets and 49 participants for 2024.

Original filing (PDF)20250612062906NAL0016508433001

Oak Med Inc.

Name: Oak Med Inc. — Oak Med Inc. 401(k) and Profit, Form 5500 (2024)
Creator: Oak Med Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Med Inc. 401(k) and Profit Sharing Plan

401(k) retirement plan · Oak Med Inc.'s Oak Med Inc. 401(k) and Profit Sharing Plan held $873K in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$873K

Net assets (EOY)

$873K

People on this filing

Nick Rice signed Oak Med Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — 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 Med Inc.'s EIN is 93-4044761.

EIN 93-4044761

Plan number 001

Plan year 2024

ACK ID 20250612062906NAL0016508433001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Med Inc.'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

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

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

Plan sponsor

Name

OAK MED INC.

EIN

all filings

Address

241 LORRAINE ST · GLEN ELLYN, IL · 60137

Phone

(630) 660-3002

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2024-12-31

Filed

2025-06-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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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