How big is Sun Oak Capital, LLC's plan?

Sun Oak Capital, LLC's plan reported $5K in assets and 2 participants for 2025.

Original filing (PDF)20260505220603NAL0001641344087

Sun Oak Capital, LLC

Name: Sun Oak Capital, LLC — Sun Oak Capital, LLC 401(k), Form 5500 (2025)
Creator: Sun Oak Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sun Oak Capital, LLC 401(k) Plan

401(k) retirement plan · Sun Oak Capital, LLC's Sun Oak Capital, LLC 401(k) Plan held $5K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Elantha Barry signed Sun Oak Capital, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Sun Oak Capital, LLC's EIN is 87-3468556.

EIN 87-3468556

Plan number 001

Plan year 2025

ACK ID 20260505220603NAL0001641344087

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sun Oak Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sun Oak Capital, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUN OAK CAPITAL, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SUN OAK CAPITAL, LLC

EIN

all filings

Address

655 IRWIN ST · #1034 · SAN RAFAEL, CA · 94901

Phone

(760) 835-6391

Industry

Finance & Insurance

Plan administrator