What public Form 5500 filings show about the Silver Oak Advisory Group 401(k) plan — and how to find and check your own account.
Silver Oak Advisory Group (EIN 93-1057082) reports SILVER OAK ADVISORY GROUP (SOAG) 401(K) PLAN on its most recent Form 5500, with $2.3M in plan assets across 8 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Silver Oak Advisory Group filing — schedules, fees, and providers.
Silver Oak Advisory Group’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Silver Oak Advisory GroupHR for the recordkeeper’s name and login.
