One Oak Capital Management LLC

EIN 46-2187318investment managementLatest filing 2025

Plans

Retirement

$828K assets

Welfare

Participants

287 BOWMAN AVENUE - PURCHASE, NY 10577914-205-5821oneoakcapitalmgmt.comLinkedIn11-50 employeesinvestment management

Plans on this EIN

1 filing

#001401(k)-$828K - 6 part

Plan deep-dives

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Retirement#001

ONE OAK CAPITAL MANAGEMENT LLC 401(K) PLAN

401(k)

Assets$828K

Participants6

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	ONE OAK CAPITAL MANAGEMENT LLC 401(K) PLAN	401(k)	$828K	6	2025

Retirement plans

Filings through Oct 24, 2026.

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