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  2. Eagle Oak Wealth Partners, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Eagle Oak Wealth Partners, LLC

EIN 93-1718445-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$553K assets
Welfare
0
Participants
7
1800 N. MILITARY TRAIL, SUITE 210 - BOCA RATON, FL 33431561-918-3033
Plans on this EIN
1 filing
#001401(k)-$553K - 7 part

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Retirement#001

EAGLE OAK WEALTH PARTNERS, LLC 401K PROFIT SHARING PLAN AND TRUST

401(k)

Assets$553K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EAGLE OAK WEALTH PARTNERS, LLC 401K PROFIT SHARING PLAN AND TRUST401(k)$553K72025
Retirement plans
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