Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GREAT OAKS BANK
EIN 58-0192860bankingLatest filing 2025
Plans
3
Retirement
2
$7.4M assets
Welfare
1
Participants
194
42 TOWN CENTRE DRIVE, PO BOX 217 - RICHMOND HILL, GA 31324912-445-6884greatoaks.bankLinkedIn51-200 employeesbanking
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 129 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#001
GREAT OAKS BANK DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.2M
Participants51
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
GREAT OAKS BANK SECTION 401(K) PROFIT SHARING PLAN
401k
Assets$3.2M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
GREAT OAKS BANK
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GREAT OAKS BANK DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.2M | 51 | 2025 | |
| 002 | GREAT OAKS BANK SECTION 401(K) PROFIT SHARING PLAN | 401k | $3.2M | 78 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GREAT OAKS BANK | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans