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

Silver Oak Wealth Advisors Services, LLC's plan reported $1.7M in assets and 5 participants for 2024.

Original filing (PDF)20250410143959NAL0043071506001

Silver Oak Wealth Advisors Services, LLC

Name: Silver Oak Wealth Advisors Services, LLC — Form 5500 Plan 001 (2024)
Creator: Silver Oak Wealth Advisors Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Silver Oak Wealth Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Silver Oak Wealth Advisors Services, LLC's Silver Oak Wealth Advisors, LLC 401(k) Profit Sharing Plan held $1.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Silver Oak Wealth Advisors Services, LLC's EIN is 82-2600413.

EIN 82-2600413

Plan number 001

Plan year 2024

ACK ID 20250410143959NAL0043071506001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SILVER OAK WEALTH ADVISORS SERVICES, 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