Oakleaf Clinics, Inc. 401(k) Plan: Login, Facts & Contact Information

Oakleaf Clinics, Inc. 401(k) Plan Facts

Plan name
OAKLEAF CLINICS, INC. PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OAKLEAF CLINICS, INC.
Participants
358 (364 active employees)
Former employees with a balance
77
Plan assets
$49,225,067 at Dec 31, 2024
Average account balance
$112,643 across 437 accounts
Employer contributions
$2,301,893 in plan year 2024 (39% of all contributions)
Recordkeeper
Adp, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2015
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 25, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.94 million went into the plan in contributions, $2.30 million of it from the employer (39%).
  • $3.57 million was paid out to participants.
  • Investment and other income added $5.56 million.
  • Administrative expenses were $205,616, about $471 per account.

How the Oakleaf Clinics, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019160$25.8 million$1.49 million$512,174
2020192$31.8 million$1.68 million$1.29 million
2021263$37.3 million$1.74 million$2.09 million
2022291$35.0 million$2.10 million$1.14 million
2023302$41.5 million$2.39 million$3.00 million
2024358$49.2 million$2.30 million$3.57 million

Oakleaf Clinics, Inc. 401(k) Contact Information

Phone
715-491-2607
Mailing address
719 HAMILTON AVENUE, SUITE B, EAU CLAIRE WI 54701
Plan sponsor
OAKLEAF CLINICS, INC.
Employer identification number (EIN)
27-4563392
Plan number
001

Questions about the Oakleaf Clinics, Inc. 401(k)

Does Oakleaf Clinics, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.30 million, 39% of all contributions.

Does the Oakleaf Clinics, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Oakleaf Clinics, Inc 401(k) plan?

358 participants at the start of plan year 2024, 364 of them active employees, and 77 former employees who still had money in the plan.

What is the average 401(k) balance at Oakleaf Clinics, Inc?

About $112,643 per account: $49.2 million in plan assets across 437 accounts with a balance at the end of plan year 2024.

Who manages the Oakleaf Clinics, Inc 401(k) accounts?

ADP Retirement Services (listed on the filing as ADP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Oakleaf Clinics, Inc. How do I access my 401(k)?

Your account stays with ADP Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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