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  2. Sageoak Financial, LLC

Filings through Oct 24, 2026.

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Sageoak Financial, LLC

EIN 46-1891144-financial services-Latest filing 2025
Plans
1
Retirement
1
$696K assets
Welfare
0
Participants
6
6120 S YALE AVE, STE 100 - TULSA, OK 74136918-627-3700sageoakfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001Other DC-$696K - 6 part

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Retirement#001

SAGEOAK FINANCIAL 401(K) PLAN

Other DC

Assets$696K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAGEOAK FINANCIAL 401(K) PLANOther DC$696K62025
Retirement plans
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