Sponsor portfolio
OAK KNOLL FINANCIAL STRATEGIES, LLC
EIN 90-0660605financial servicesLatest filing 2025
Plans
1
Retirement
1
$963K assets
Welfare
0
Participants
10
205 S. WATER STREET - WILMINGTON, IL 60481815-476-2105oakknollfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OAK KNOLL FINANCIAL STRATEGIES, LLC 401(K) PLAN | 401k | $963K | 10 | 2025 |
Retirement plans