How big is Skyoak Capital, Inc.'s plan?

Skyoak Capital, Inc.'s plan reported $133K in assets and 3 participants for 2024.

Original filing (PDF)20250625065025NAL0004481123002

Skyoak Capital, Inc.

Name: Skyoak Capital, Inc. — Skyoak Capital, Inc. 401(k), Form 5500 (2024)
Creator: Skyoak Capital, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Skyoak Capital, Inc. 401(k) Plan

401(k) retirement plan · Skyoak Capital, Inc.'s Skyoak Capital, Inc. 401(k) Plan held $133K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$133K

Net assets (EOY)

$133K

People on this filing

Laurie Allen signed Skyoak Capital, Inc.'s 2024 Form 5500 as plan administrator.

Laurie Allen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Skyoak Capital, Inc.'s EIN is 27-1989872.

EIN 27-1989872

Plan number 001

Plan year 2024

ACK ID 20250625065025NAL0004481123002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Skyoak Capital, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Skyoak Capital, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SKYOAK CAPITAL, INC..

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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