How big is Southern Oak Wealth Group, LLC's plan?

Southern Oak Wealth Group, LLC's plan reported $1.7M in assets and 8 participants for 2024.

Original filing (PDF)20250319103554NAL0003462659001

Southern Oak Wealth Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Southern Oak Wealth Group 401(k) Plan

401(k) retirement plan · Southern Oak Wealth Group, LLC's Southern Oak Wealth Group 401(k) Plan held $1.7M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

John Poling signed Southern Oak Wealth Group, LLC's 2024 Form 5500 as plan administrator.

John Poling — 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

Southern Oak Wealth Group, LLC's EIN is 84-1908043.

EIN 84-1908043

Plan number 001

Plan year 2024

ACK ID 20250319103554NAL0003462659001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southern Oak Wealth Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), life insurance.

Decision-maker contacts

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