Sponsor portfolio
OLD OAK FINANCIAL PLANNING, INC.
EIN 38-3213033financial servicesLatest filing 2025
Plans
1
Retirement
1
$979K assets
Welfare
0
Participants
3
7077 FIELDCREST DR, STE 400 - BRIGHTON, MI 48116810-220-4400LinkedIn1-10 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 | OLD OAK FINANCIAL PLANNING, INC. RETIREMENT TRUST | 401k | $979K | 3 | 2025 |
Retirement plans