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Sponsor portfolio

BROADOAK CAPITAL PARTNERS, INC.

EIN 36-4727862-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$12.1M assets
Welfare
0
Participants
16
4800 MONTGOMERY LANE, STE 230 - BETHESDA, MD 20814301-358-2694
Plans on this EIN
1 filing
#001401k-$12.1M - 16 part

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Retirement#001

BROADOAK CAPITAL PARTNERS, LLC PROFIT SHARING PLAN

401k

Assets$12.1M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BROADOAK CAPITAL PARTNERS, LLC PROFIT SHARING PLAN401k$12.1M162025
Retirement plans
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