P 401(k) Plan Report

Stable plan record

OAK BRANCH ADVISORS 401(K) PLAN

Sponsored by OAK BRANCH ADVISORS LLC · EIN/PN 823391798-001

Selected filing history

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

Employer money per active participant
2025
Not reported
2025
Not reported
2025
$3
Administrative cost per participant
2025
$1,157
2025
$765
2025
$775
Active participants
2025
17
2025
15
2025
16
Total plan assets
2025
$1,536,460
2025
$882,781
2025
$1,028,269
Participant loans as a share of assets
2025
2.2%
2025
3.8%
2025
4.2%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260128084756NAL000436648000117Not reported
202520260127125445NAL000324430400115Not reported
202520260128111515NAL000238201900116$3
Public filing identifier

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