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Sponsor portfolioTH

SILVEROAK WEALTH MANAGEMENT, LLC

EIN 41-1940555-financial services-Latest filing 2024
Plans
1
Retirement
1
$14.1M assets
Welfare
0
Participants
32
3600 MINNESOTA DRIVE, SUITE 860 - EDINA, MN 55435952-896-5700silveroakwealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#002401k-$14.1M - 32 part

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Retirement#002

SILVEROAK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

401k

Assets$14.1M
Participants32
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SILVEROAK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN401k$14.1M322024
Retirement plans
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