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  2. Wiseoak Wealth

Filings through Oct 24, 2026.

Wiseoak Wealth

EIN 86-1696137-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$329K assets
Health & Benefits
0
Participants
3
1200 N. FEDERAL HWY, SUITE 200 - BOCA RATON, FL 33432561-289-8471
Plans on this EIN
1 filing
#001401(k)-$329K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WISEOAK WEALTH

401(k)

Assets$329K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WISEOAK WEALTH401(k)$329K32025
  • WISEOAK WEALTH$329K
    #001 · 401(k) · 20253
Retirement plans
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