Sponsor portfolio
CANYON OAK FINANCIAL
EIN 45-4941832financial servicesLatest filing 2024
Plans
1
Retirement
1
$204K assets
Welfare
0
Participants
5
5950 CANOGA AVE., #601 - WOODLAND HILLS, CA 91367818-883-4800canyonoakfinancial.comLinkedIn1-10 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 | CANYON OAK FINANCIAL 401K PLAN | 401k | $204K | 5 | 2024 |
Retirement plans