# Oakworks, INC. 401(k) Plan
Source: https://planprovider.pro/companies/oakworks-inc-401k-plan

> Oakworks, INC.'s 401(k) plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oakworks, INC.

- **Sponsor EIN:** 521462439

- **Sponsor Address:** 923 EAST WELLSPRING ROAD, NEW FREEDOM, PA, 17349

- **Plan Type:** 401(k)

- **Total Participants:** 106

- **Total Assets:** $7.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|106|$7.2M|$198,313|$408,904|

| 2023|92|$6.1M|$170,611|$359,571|

| 2022|89|$4.9M|$122,507|$303,851|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BAKER TILLY US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$36,494|$17,898|—|—|—|

| 2023|$28,718|$16,260|—|—|—|

| 2022|$31,100|—|$31,100|—|—|

## Similar Plans

- [Rynone Manufacturing Corporation](https://planprovider.pro/companies/rynone-manufacturing-corporation-401k-plan) — 114 participants

- [Premier Custom-Built, INC.](https://planprovider.pro/companies/premier-custom-built-inc-401k-plan) — 126 participants

- [Rynone Manufacturing Corporation](https://planprovider.pro/companies/rynone-manufacturing-corporation-401k-plan-002) — 127 participants

- [Signature Custom Cabinetry, INC.](https://planprovider.pro/companies/signature-custom-cabinetry-inc-401k-plan) — 129 participants

- [Highwood Usa, LLC](https://planprovider.pro/companies/premier-outdoor-living-401k-plan) — 141 participants

- [The Mitchell Gold Co.](https://planprovider.pro/companies/the-mitchell-gold-co-401k-plan) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oakworks-inc-401k-plan)

© 2026 PlanProvider.Pro