Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
SKYOAK CAPITAL, INC.
EIN 27-1989872Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
292
6671 LAS VEGAS BLVD S, SUITE 210 - LAS VEGAS, NV 89119702-448-7474
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 292 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
81%top
- LEADING RETIREMENT SOLUTIONS81%
- (Not disclosed)19%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SKYOAK CAPITAL, INC. POOLED EMPLOYER PLAN NO. 1
401k
Assets$1.1M
Participants289
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SKYOAK CAPITAL, INC. 401(K) PLAN
401k
Assets$251K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SKYOAK CAPITAL, INC. POOLED EMPLOYER PLAN NO. 1 | 401k | $1.1M | 289 | 2024 | |
| 001 | SKYOAK CAPITAL, INC. 401(K) PLAN | 401k | $251K | 3 | 2025 |
Retirement plans