Assets by plan
Share of aggregate retirement assets
- PLAN NO. 1 (#002)$1.1M
Filings through .
Skyoak Capital, Inc.
EIN 27-1989872Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Health & Benefits
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 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$251K
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SKYOAK CAPITAL, INC. POOLED EMPLOYER PLAN NO. 1
401(k)
Assets$1.1M
Participants289
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SKYOAK CAPITAL, INC. 401(K) PLAN
401(k)
Assets$251K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SKYOAK CAPITAL, INC. POOLED EMPLOYER PLAN NO. 1 | 401(k) | $1.1M | 289 | 2024 |
| #001 | SKYOAK CAPITAL, INC. 401(K) PLAN | 401(k) | $251K | 3 | 2025 |
- #002 · 401(k) · 2024289
- #001 · 401(k) · 20253
Retirement plans