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  2. Lone Oak Trust Company

Filings through Oct 24, 2026.

Sponsor portfolio

Lone Oak Trust Company

EIN 92-1474624-financial services-Latest filing 2025
Plans
1
Retirement
1
$463K assets
Welfare
0
Participants
11
301 COMMERCE STREET, SUITE 1380 - FORT WORTH, TX 76102817-992-1312loneoaktrust.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$463K - 11 part

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Retirement#001

LONE OAK TRUST COMPANY 401(K) PLAN

401(k)

Assets$463K
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LONE OAK TRUST COMPANY 401(K) PLAN401(k)$463K112025
Retirement plans
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