Sponsor portfolio
BRIAR OAK INVESTMENTS III, LLC
EIN 54-1812517Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$548K assets
Welfare
0
Participants
24
1881 HARVEST DRIVE - WINCHESTER, VA 22601540-667-3000
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 | BRIAR OAK INVESTMENTS III, LLC 401(K) PLAN | 401k | $548K | 24 | 2025 |
Retirement plans