IRONOAK WEALTH

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

2,196

Total plan assets

$93.5M

Filings (rows)

Direct comp

$173K

Indirect comp

$19K

SERVICES PROVIDED

Advisor / Consultant3

Other2

Top plans served

All 5 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
JOERIS GENERAL CONTRACTORS, LTD. JOERIS GENERAL CONTRACTORS, LTD. 401(K) RETIREMENT PLAN	SAN ANTONIO, TX	Advisor / Consultant INVESTMENT ADVISORY PLAN	657	$46.8M	$87K
JOERIS GENERAL CONTRACTORS, LTD. JOERIS GENERAL CONTRACTORS, LTD. 401(K) RETIREMENT PLAN	SAN ANTONIO, TX	Advisor / Consultant INVESTMENT ADVISORY PLAN	588	$37.9M	$72K
EIS OPERATING ENTERPRISES, LLC