Original filing (PDF)20250417220653NAL0002788144055

THREE OAKS LEADERSHIP ADVISORS, LLC

Name: THREE OAKS LEADERSHIP ADVISORS, LLC — THREE OAKS LEADERSHIP ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: THREE OAKS LEADERSHIP ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

THREE OAKS LEADERSHIP ADVISORS 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$535K

Net assets (EOY)

$535K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THREE OAKS LEADERSHIP ADVISORS, LLC.

Plan sponsor

Name

THREE OAKS LEADERSHIP ADVISORS, LLC

EIN

87-3536010

Address

4523 TEAS ST. · BELLAIRE, TX · 77401

Phone

(832) 528-7884

Industry

Admin Support & Waste Mgmtsee all

Plan administrator