How big is Silveroak Wealth Management, LLC's plan?

Silveroak Wealth Management, LLC's plan reported $14.1M in assets and 21 participants for 2024.

Original filing (PDF)20251001075104NAL0013907712001

Silveroak Wealth Management, LLC

Name: Silveroak Wealth Management, LLC — Silveroak Wealth, Form 5500 (2024)
Creator: Silveroak Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Silveroak Wealth Management LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Silveroak Wealth Management, LLC's Silveroak Wealth Management LLC 401(k) Profit Sharing Plan held $14.1M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.1M

Net assets (EOY)

$14.1M

People on this filing

Kathleen Nelson signed Silveroak Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Kathleen Nelson — 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

Silveroak Wealth Management, LLC's EIN is 41-1940555.

EIN 41-1940555

Plan number 002

Plan year 2024

ACK ID 20251001075104NAL0013907712001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Silveroak Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Silveroak Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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