Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
GREAT OAK CAPITAL PARTNERS, LLC
EIN 47-4421466financial servicesLatest filing 2024
Plans
2
Retirement
2
$811K assets
Welfare
0
Participants
7
PO BOX 909 - SOUTH EASTON, MA 023750909508-230-7100greatoakcp.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $811K assets / 7 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
GREAT OAK CAPITAL PARTNERS, LLC CASH BALANCE PLAN BALANCE PLAN
TraditionalDB
Assets$536K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GREAT OAK 401(K) PLAN
401k
Assets$275K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GREAT OAK CAPITAL PARTNERS, LLC CASH BALANCE PLAN BALANCE PLAN | TraditionalDB | $536K | 3 | 2024 | |
| 001 | GREAT OAK 401(K) PLAN | 401k | $275K | 4 | 2024 |
Retirement plans