Stable plan record

THREE OAKS LEADERSHIP ADVISORS 401(K) PLAN

Sponsored by THREE OAKS LEADERSHIP ADVISORS, LLC · EIN/PN 873536010-001

Selected filing history

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

Employer money per active participant
2025
$5,743
Administrative cost per participant
2025
$167
Active participants
2025
4
Total plan assets
2025
$766,337
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260424220937NAL00061764170154$5,743
Public filing identifier

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