The Oak Clinic DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Oak Clinic
  • Sponsor EIN: 341930683
  • Sponsor Address: 3838 MASSILLON RD, UNIONTOWN, OH, 44685
  • Plan Type: DC
  • Total Participants: 27
  • Total Assets: $11.9M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202427$11.9M$462,352$0
202326$9.3M$460,624$0
202227$6.7M$446,945$0

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