Oak Associates Ltd. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Oak Associates Ltd.
  • Sponsor EIN: 341818085
  • Sponsor Address: 3800 EMBASSY PKWY STE 310, AKRON, OH, 44333
  • Plan Type: DC
  • Total Participants: 9
  • Total Assets: $43.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$43.9M$314,957$0
202310$36.8M$244,844$0
202211$28.1M$250,894$0

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