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SILVER OAK WEALTH ADVISORS SERVICES, LLC

EIN 82-2600413-investment management-Latest filing 2024
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
5
10940 WILSHIRE BLVD., SUITE 975 - LOS ANGELES, CA 90024310-207-4800silveroakwa.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.7M - 5 part

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Retirement#001

SILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.7M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN401k$1.7M52024
Retirement plans
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