Sponsor portfolio
OAK ASSOCIATES
EIN 34-1818085Latest filing 2025
Plans
2
Retirement
1
$43.9M assets
Welfare
1
Participants
25
3875 EMBASSY PKWY - AKRON, OH 44333330-668-1234
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OAK ASSOCIATES PROFIT SHARING PLAN
ProfitSharing
Assets$43.9M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OAK ASSOCIATES SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OAK ASSOCIATES PROFIT SHARING PLAN | ProfitSharing | $43.9M | 16 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OAK ASSOCIATES SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans