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STONE OAK WEALTH MANAGEMENT, LLC

EIN 20-2153251-financial services-Latest filing 2025
Plans
1
Retirement
1
$751K assets
Welfare
0
Participants
8
19026 RIDGEWOOD PKWY, SUITE 134 - SAN ANTONIO, TX 78259210-339-2707stoneoakwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#002401k-$751K - 8 part

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Retirement#002

SOW 401(K) PLAN

401k

Assets$751K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SOW 401(K) PLAN401k$751K82025
Retirement plans
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