Sponsor portfolio
VISION TREE SERVICES, LLC DBA FOUR OAK FINANCIAL, LLC
EIN 99-2340195Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
1
Retirement
1
$2.2M assets
Welfare
0
Participants
20
1 N WACKER DR SUITE 4600 - CHICAGO, IL 60606312-641-8613
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 | FOUR OAK FINANCIAL, LLC 401(K) PLAN | 401k | $2.2M | 20 | 2024 |
Retirement plans