Assets by plan
Share of aggregate retirement assets
Filings through .
Oak Management Service, Inc.
EIN 20-1859669transportation/trucking/railroadLatest filing 2025
Plans
2
Retirement
2
$583K assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
OAK MANAGEMENT 401(K) PLAN
401(k)
Assets$582K
Participants61
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
OAK MANAGEMENT SERVICE, INC. 401K PLAN
401(k)
Assets$832
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | OAK MANAGEMENT 401(K) PLAN | 401(k) | $582K | 61 | 2025 |
| #001 | OAK MANAGEMENT SERVICE, INC. 401K PLAN | 401(k) | $832 | 1 | 2025 |
- #002 · 401(k) · 202561
- #001 · 401(k) · 20251
Retirement plans