P 401(k) Plan Report

Stable plan record

OAKTREE FINANCIAL ADVISORS, INC. 401(K) PLAN

Sponsored by OAKTREE FINANCIAL ADVISORS, INC. · EIN/PN 352098204-001

Selected filing history

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

Employer money per active participant
2025
$17,520
Administrative cost per participant
2025
$10
Active participants
2025
7
Total plan assets
2025
$2,806,863
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260201182717NAL00009900640017$17,520
Public filing identifier

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