Sponsor portfolio
TRI-OAK FINANCIAL, LLC
EIN 92-2940873Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$1.4M assets
Welfare
1
Participants
19
5747 PERIMETER DRIVE, SUITE 240 - DUBLIN, OH 43017614-226-5281
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
TRI-OAK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN
401k
Assets$1.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
TRI-OAK SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRI-OAK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 10 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRI-OAK SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans