Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
OAK MANAGEMENT SERVICE, INC.
EIN 20-1859669transportation/trucking/railroadLatest filing 2025
Plans
2
Retirement
2
$583K assets
Welfare
0
Participants
62
1201 MARINE VIEW STREET - PORTAGE, IN 46368630-323-3550oakmgtllc.comLinkedIn11-50 employeestransportation/trucking/railroad
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $583K assets / 62 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OAK MANAGEMENT 401(K) PLAN
401k
Assets$582K
Participants61
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OAK MANAGEMENT SERVICE, INC. 401K PLAN
401k
Assets$832
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OAK MANAGEMENT 401(K) PLAN | 401k | $582K | 61 | 2025 | |
| 001 | OAK MANAGEMENT SERVICE, INC. 401K PLAN | 401k | $832 | 1 | 2025 |
Retirement plans