Original filing (PDF)20250712105620NAL0018859618001

STONE OAK WEALTH MANAGEMENT, LLC

Name: STONE OAK WEALTH MANAGEMENT, LLC — SOW 401(K) PLAN, Form 5500 (2024)
Creator: STONE OAK WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

SOW 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$509K

Net assets (EOY)

$509K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STONE OAK WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

STONE OAK WEALTH MANAGEMENT, LLC

EIN

20-2153251all filings

Address

19026 RIDGEWOOD PKWY, SUITE 134 · SAN ANTONIO, TX · 78259

Phone

(210) 339-2707

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-12

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2A · Age/service weighted or new comparability

2E · Profit-sharing

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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