How big is Splitoak Strategies LLC's plan?

Splitoak Strategies LLC's plan reported $333K in assets and 2 participants for 2024.

Original filing (PDF)20250528140627NAL0018862466001

Splitoak Strategies LLC

Name: Splitoak Strategies LLC — Splitoak Strategies 401(k), Form 5500 (2024)
Creator: Splitoak Strategies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Splitoak Strategies 401(k) Plan

401(k) retirement plan · Splitoak Strategies LLC's Splitoak Strategies 401(k) Plan held $333K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$333K

Net assets (EOY)

$333K

Plan identifiers

Splitoak Strategies LLC's EIN is 83-2358854.

EIN 83-2358854

Plan number 001

Plan year 2024

ACK ID 20250528140627NAL0018862466001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Splitoak Strategies LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Splitoak Strategies 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 SPLITOAK STRATEGIES 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SPLITOAK STRATEGIES LLC

EIN

all filings

Address

300 NEW JERSEY AVENUE, NW · WASHINGTON, DC · 20001

Phone

(703) 203-7992

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator