P 401(k) Plan Report

Stable plan record

OLD OAK FINANCIAL PLANNING, INC. RETIREMENT TRUST

Sponsored by OLD OAK FINANCIAL PLANNING, INC. · EIN/PN 383213033-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$28,328
Administrative cost per participant
2025
$72
Active participants
2025
3
Total plan assets
2025
$978,685
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260707083453NAL00153902110013$28,328
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.