Sponsor portfolio
BULL OAK CAPITAL, LLC
EIN 46-4403076Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$651K assets
Welfare
0
Participants
6
16236 SAN DIEGUITO RD. STE 4-21, #675752 - RANCHO SANTA FE, CA 92067858-999-3550
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 | BULL OAK CAPITAL 401(K) PLAN | 401k | $651K | 6 | 2025 |
Retirement plans