Sponsor portfolio
SOUTHERN OAK WEALTH GROUP, LLC
EIN 84-1908043financial servicesLatest filing 2025
Plans
2
Retirement
1
$2.3M assets
Welfare
1
Participants
16
5205 MARYLAND WAY, SUITE 320 - BRENTWOOD, TN 37027615-246-5510southernoakwealthgroup.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTHERN OAK WEALTH GROUP 401(K) PLAN
401k
Assets$2.3M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
SOUTHERN OAK WEALTH GROUP 401(K) PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHERN OAK WEALTH GROUP 401(K) PLAN | 401k | $2.3M | 8 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | SOUTHERN OAK WEALTH GROUP 401(K) PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans