How big is Oak Tree Charitable Foundation's plan?

Oak Tree Charitable Foundation's plan reported $308K in assets and 1 participants for 2024.

Original filing (PDF)20250414124717NAL0003069184001

Oak Tree Charitable Foundation

Name: Oak Tree Charitable Foundation — Oak Tree Charitable, Form 5500 (2024)
Creator: Oak Tree Charitable Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Tree Charitable Foundation 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Oak Tree Charitable Foundation's Oak Tree Charitable Foundation 401(k) Profit Sharing Plan & Trust held $308K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$308K

Net assets (EOY)

$308K

People on this filing

Edward Rojas signed Oak Tree Charitable Foundation's 2024 Form 5500 as plan administrator.

Edward Rojas — 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 Tree Charitable Foundation's EIN is 95-4506950.

EIN 95-4506950

Plan number 001

Plan year 2024

ACK ID 20250414124717NAL0003069184001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Tree Charitable Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 TREE CHARITABLE FOUNDATION.

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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