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OAK STONE ADVISORY LLC

EIN 93-2506665-financial services-Latest filing 2025
Plans
1
Retirement
1
$100K assets
Welfare
0
Participants
3
5473 BLAIR RD, STE 100 PMB 280537 - DALLAS, TX 752314101817-773-3502oakcrestadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$100K - 3 part

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Retirement#001

OAK STONE ADVISORY LLC 401(K) PLAN

401k

Assets$100K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAK STONE ADVISORY LLC 401(K) PLAN401k$100K32025
Retirement plans
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