How big is Silver Oak Services Partners, LLC's plan?

Silver Oak Services Partners, LLC's plan reported $15.4M in assets and 20 participants for 2025.

Original filing (PDF)20260518170227NAL0000317424001

Silver Oak Services Partners, LLC

Name: Silver Oak Services Partners, LLC — Silver Oak, Form 5500 (2025)
Creator: Silver Oak Services Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Silver Oak Services Partners 401(k) Plan

401(k) retirement plan · Silver Oak Services Partners, LLC's Silver Oak Services Partners 401(k) Plan held $15.4M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.4M

Net assets (EOY)

$15.4M

Plan identifiers

Silver Oak Services Partners, LLC's EIN is 20-3908175.

EIN 20-3908175

Plan number 001

Plan year 2025

ACK ID 20260518170227NAL0000317424001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Silver Oak Services Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Silver Oak Services Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SILVER OAK SERVICES PARTNERS, LLC

EIN

all filings

Address

1560 SHERMAN AVENUE, SUITE 1200 · EVANSTON, IL · 60201

Phone

(847) 332-0400

Industry

Finance & Insurance

Plan administrator