Up 0.0% over the filing history shown.
Department of Labor filing
Spot something wrong?OAK BRANCH ADVISORS LLC
4 retirement plans combined · For the plan year ended Dec 31, 2025
Public filing 2025 · received Feb 11, 2026Verified current terms Not available
Plan summary
What matters most
This plan has an employer contribution that still needs verification and vesting that still needs verification. Reported employer contributions rank below most comparable plans.
Participation up 0.0% · assets up 0.0% · loans 3.7% of assets
Still to verify: vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.
What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
The short version
What employees should know
For the year ended Dec 31, 2025, OAK BRANCH ADVISORS LLC reported $169 in employer contributions across its retirement plans, or $3 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These totals combine every public plan record tied to this employer. They are not individual account balances.
- Employer contributions
- $169 $3 per active participant
- Participant contributions
- $343,296
- Other contributions
- $0 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 0.0%
- Active participants
- 64 Small plan
- Total participants
- 73 77 at the beginning of the year
- Ending assets
- $4,436,834 $60,779 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $4,147,026
- Ending net assets
- $4,436,834
- Beginning liabilities
- $0
- Ending liabilities
- $0
- Total income
- $645,033
- Total expenses
- $355,225
- Administrative expenses
- $62,119 $851 per active participant
- Participant loans
- $165,908 3.7% of plan assets
Three-year filing history
How the reported figures changed
These charts combine the employer’s public plans by filing year. Missing values remain blank rather than becoming zero.
2025
$3
2025
$851
2025
64
2025
$4,436,834
2025
3.7%
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $3 | 64 | 4.4M |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- 3.7%
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 823391798-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 2013
- Industry
- Finance and insurance
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D
All plans from this employer
4 public plan records roll up to this profile
The employer totals above combine these records by year. Open an individual plan for its own filing details.
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
10-K · report period Dec 31, 2025BranchOut Food Inc. — 10-K filed 2026-03-31 ↗
Official filing · details not yet checkedWhat it says about fees
The increase was primarily related to higher operating activity and the expansion of our manufacturing and administrative infrastructure. The largest components of our general and administrative expenses are plant idle capacity, loan receivable impairment, research and development, rent, travel, sales commissions, and royalties as shown below. Year Ended December 31, 2025 2024 Increase / (Decrease) % Change Idle capacity $ 1,201,233 $ - $ 1,201,233 100 % Loan receivable impairment $ 401,522 $ - $ 401,522 100 % Research and development $ 269,994 $ 18,175 $ 251,819 1,386 % Rent $ 208,416 $ 240,213 $ (31,797 ) (13 )% Travel $ 233,777 $ 167,064 $ 66,713 40 % Sales Commissions $ 373,905 $ 212,447 $ 161,458 76 % Royalties $ 250,000 $ 41,673 $ 208,327 500 % Idle capacity expense increased during
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_IDEMPLOYER-2025
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗