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  2. Gray Oak Advisors, LLC Dba State and Shore Wealth Planning

Filings through Oct 24, 2026.

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Gray Oak Advisors, LLC Dba State and Shore Wealth Planning

EIN 86-3946691-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$218K assets
Welfare
0
Participants
3
8 N STATE ST, SUITE 300 - LAKE OSWEGO, OR 97034253-313-1992
Plans on this EIN
1 filing
#001401(k)-$218K - 3 part

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Retirement#001

GRAY OAK ADVISORS, LLC 401(K) PLAN

401(k)

Assets$218K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GRAY OAK ADVISORS, LLC 401(K) PLAN401(k)$218K32025
Retirement plans
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