THREE OAKS CAPITAL MANAGEMENT, LLC DBA THREE OAKS WEALTH
Form 5500-SF
FILING_RECEIVED
THREE OAKS WEALTH 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$110K
Net assets (EOY)
$110K
Plan health score
90
/ 100
Grade A
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
66
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THREE OAKS CAPITAL MANAGEMENT, LLC DBA THREE OAKS WEALTH.
Plan sponsor
Name
THREE OAKS CAPITAL MANAGEMENT, LLC DBA THREE OAKS WEALTH
