P 401(k) Plan Report

Stable plan record

TRI-OAK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

Sponsored by TRI-OAK FINANCIAL, LLC · EIN/PN 922940873-001

Selected filing history

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

Employer money per active participant
2025
$12,782
Administrative cost per participant
2025
$179
Active participants
2025
10
Total plan assets
2025
$1,443,919
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260415103744NAL002608430400110$12,782
Public filing identifier

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