Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIREOAK STRATEGIES, LLC
EIN 81-2591131management consultingLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
6
215 EL PASO AVENUE - DURHAM, NC 27703919-408-7766fireoakstrategies.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FIREOAK STRATEGIES LLC PENSION PLAN
CashBalance
Assets$867K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FIREOAK STRATEGIES, LLC 401(K) PLAN
401k
Assets$643K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIREOAK STRATEGIES LLC PENSION PLAN | CashBalance | $867K | 3 | 2025 | |
| 002 | FIREOAK STRATEGIES, LLC 401(K) PLAN | 401k | $643K | 3 | 2025 |
Retirement plans