Sponsor portfolioTH
HOAK AND CO.
EIN 75-2574026investment bankingLatest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
10
3963 MAPLE AVENUE, SUITE 450 - DALLAS, TX 75219214-855-2282LinkedIn11-50 employeesinvestment banking
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 | HOAK AND CO. 401(K) PLAN | 401k | $2.5M | 10 | 2025 |
Retirement plans