Sponsor portfolio
SILVER OAK ADVISORY GROUP
EIN 93-1057082financial servicesLatest filing 2025
Plans
1
Retirement
1
$2.3M assets
Welfare
0
Participants
13
1130 SW MORRISON, SUITE 312 - PORTLAND, OR 97205503-242-1715silveroak.netLinkedIn1-10 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 | SILVER OAK ADVISORY GROUP (SOAG) 401(K) PLAN | 401k | $2.3M | 13 | 2025 |
Retirement plans