Skyoak Capital, Inc. Pooled Employer Plan No. 1
Sponsored by Skyoak Capital, Inc. · EIN 271989872 · Plan #002
- Total assets
- $1.1M
- Net assets
- $1.0M
- Active participants
- 217
- With balances
- 234
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Skyoak Capital, Inc. CRD 154248 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Leading Retirement Solutions, Llc | Recordkeeping | $10,328 |
| Skyoak Capital, Inc. | Investment advisory (plan) | $9,820 |