Original filing (PDF)20250410143959NAL0043071506001

SILVER OAK WEALTH ADVISORS SERVICES, LLC

Name: SILVER OAK WEALTH ADVISORS SERVICES, LLC — SILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SILVER OAK WEALTH ADVISORS SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

SILVER OAK WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SILVER OAK WEALTH ADVISORS SERVICES, LLC.

Plan sponsor

Name

SILVER OAK WEALTH ADVISORS SERVICES, LLC

EIN

82-2600413

Address

10940 WILSHIRE BLVD. · SUITE 975 · LOS ANGELES, CA · 90024

Phone

(310) 207-4800

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

TEN TEN ASSOCIATES LLC

TEN TEN ASSOCIATES, LLC 401 (K) PLAN

$1.7M · 6 participants

CARBRAY STAUNTON FINANCIAL PARTNERS, LLC

CARBRAY STAUNTON FINANCIAL PARTNERS 401(K) PLAN

$1.7M · 3 participants

MARTEL WEALTH ADVISORS, INC.

MARTEL WEALTH ADVISORS, INC. CASH BALANCE PLAN

$1.7M · 8 participants

PACIFIC CAPITAL WEALTH ADVISORS, INC.

PACIFIC CAPITAL 401(K) PLAN

$1.7M · 11 participants

DOUGLAS R. PEETE AND ASSOCIATES

DOUGLAS R. PEETE AND ASSOCIATES 401(K) PLAN