P 401(k) Plan Report

Stable plan record

THREE OAKS WEALTH 401(K) PLAN

Sponsored by THREE OAKS CAPITAL MANAGEMENT, LLC DBA THREE OAKS WEALTH · EIN/PN 834655694-001

Selected filing history

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

Employer money per active participant
2025
$4,117
Administrative cost per participant
2025
$0
Active participants
2025
3
Total plan assets
2025
$339,772
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260724132658NAL00126430590023$4,117
Public filing identifier

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