How big is Eagle Oak Wealth Partners, LLC's plan?

Eagle Oak Wealth Partners, LLC's plan reported $553K in assets and 7 participants for 2025.

Original filing (PDF)20260507075542NAL0002547697001

Eagle Oak Wealth Partners, LLC

Name: Eagle Oak Wealth Partners, LLC — Eagle Oak Wealth, Form 5500 (2025)
Creator: Eagle Oak Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eagle Oak Wealth Partners, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Eagle Oak Wealth Partners, LLC's Eagle Oak Wealth Partners, LLC 401(k) Profit Sharing Plan and Trust held $553K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$553K

Net assets (EOY)

$553K

Plan identifiers

Eagle Oak Wealth Partners, LLC's EIN is 93-1718445.

EIN 93-1718445

Plan number 001

Plan year 2025

ACK ID 20260507075542NAL0002547697001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Eagle Oak Wealth Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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