OpenERISA

Great Oak Capital Partners, LLC

South Easton, MA, 023750909

EIN 47-4421466
Plans
2
Total participants
25
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Great Oak 401(K) Plan4
2024Form 5500-SF002Great Oak Capital Partners, LLC Cash Balance Plan Balance Plan3
2023Form 5500-SF001Great Oak 401(K) Plan3
2023Form 5500-SF002Great Oak Capital Partners, LLC Cash Balance Plan3
2022Form 5500-SF001Great Oak 401(K) Plan3
2022Form 5500-SF002Great Oak Capital Partners, LLC Cash Balance Plan3
2021Form 5500-SF001Great Oak 401(K) Plan3
2020Form 5500-SF001Great Oak 401K Plan3

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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