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Filings through Oct 24, 2026.

Sponsor portfolio

Black Oak Investment Counsel

EIN 20-5666363-investment management-Latest filing 2025
Plans
1
Retirement
1
$3.2M assets
Welfare
0
Participants
2
3615 2ND AVENUE, SUITE B - KEARNEY, NE 68847308-237-2724blackoakinvestment.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$3.2M - 2 part

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Retirement#001

BLACK OAK INVESTMENT COUNSEL SAFE HARBOR 401(K) PROFIT SHARING PLAN

401(k)

Assets$3.2M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLACK OAK INVESTMENT COUNSEL SAFE HARBOR 401(K) PROFIT SHARING PLAN401(k)$3.2M22025
Retirement plans
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