Sponsor portfolio
OAK STREET ADVISORS INC
EIN 20-3602934financial servicesLatest filing 2025
Plans
1
Retirement
1
$460K assets
Welfare
0
Participants
4
4420 OLEANDER DRIVE, SUITE 202 - MYRTLE BEACH, SC 29577843-946-9868oakadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OAK STREET ADVISORS INC 401(K) PLAN | 401k | $460K | 4 | 2025 |
Retirement plans