Filings through .
Oak Associates Ltd.
EIN 34-1818085Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$37.7M assets
Health & Benefits
1
Participants
23
3800 EMBASSY PKWY STE 310 - AKRON, OH 44333330-668-1234
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
OAK ASSOCIATES PROFIT SHARING PLAN
Profit-sharing
Assets$37.7M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
OAK ASSOCIATES SOCA BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | OAK ASSOCIATES PROFIT SHARING PLAN | Profit-sharing | $37.7M | 14 | 2025 |
- #001 · Profit-sharing · 202514
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | OAK ASSOCIATES SOCA BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans