Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPLITOAK STRATEGIES LLC
EIN 83-2358854Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$874K assets
Welfare
0
Participants
5
300 NEW JERSEY AVENUE, NW STE 300 - WASHINGTON, DC 20001703-203-7992
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $874K assets / 5 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
SPLITOAK STRATEGIES 401(K) PLAN
401k
Assets$448K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SPLITOAK STRATEGIES CASH BALANCE PLAN
CashBalance
Assets$426K
Participants2
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 | SPLITOAK STRATEGIES 401(K) PLAN | 401k | $448K | 3 | 2025 | |
| 002 | SPLITOAK STRATEGIES CASH BALANCE PLAN | CashBalance | $426K | 2 | 2025 |
Retirement plans