Royal Oak Financial Advisors
Plan context: Royal Oak Financial Advisors LLC 401(K) Plan
EIN 82-3077468 • Royal Oak, MI • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$827,592
2025 Contributions
$128,401
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $827,592 | $128,401 | $32,100iApproximate average salary by contribution assumption: employee only about $802,506 at 4% or $535,004 at 6%; with 50% employer match about $535,004 at 4% or $356,669 at 6%; with 100% employer match about $401,253 at 4% or $267,502 at 6%. |
| Royal Oak Financial Advisors LLC 401(K) Plan | - | 4 | $827,592 | $128,401 | $32,100iApproximate average salary by contribution assumption: employee only about $802,506 at 4% or $535,004 at 6%; with 50% employer match about $535,004 at 4% or $356,669 at 6%; with 100% employer match about $401,253 at 4% or $267,502 at 6%. |
| 2024 | 1 | 3 | $566,814 | $83,648 | $27,883iApproximate average salary by contribution assumption: employee only about $697,067 at 4% or $464,711 at 6%; with 50% employer match about $464,711 at 4% or $309,807 at 6%; with 100% employer match about $348,533 at 4% or $232,356 at 6%. |
| Royal Oak Financial Advisors LLC 401(K) Plan | - | 3 | $566,814 | $83,648 | $27,883iApproximate average salary by contribution assumption: employee only about $697,067 at 4% or $464,711 at 6%; with 50% employer match about $464,711 at 4% or $309,807 at 6%; with 100% employer match about $348,533 at 4% or $232,356 at 6%. |
| 2023 | 1 | 3 | $371,819 | $85,166 | $28,389iApproximate average salary by contribution assumption: employee only about $709,717 at 4% or $473,144 at 6%; with 50% employer match about $473,144 at 4% or $315,430 at 6%; with 100% employer match about $354,858 at 4% or $236,572 at 6%. |
| Royal Oak Financial Advisors LLC 401(K) Plan | - | 3 | $371,819 | $85,166 | $28,389iApproximate average salary by contribution assumption: employee only about $709,717 at 4% or $473,144 at 6%; with 50% employer match about $473,144 at 4% or $315,430 at 6%; with 100% employer match about $354,858 at 4% or $236,572 at 6%. |
| 2022 | 1 | 3 | $184,172 | $116,048 | $38,683iApproximate average salary by contribution assumption: employee only about $967,067 at 4% or $644,711 at 6%; with 50% employer match about $644,711 at 4% or $429,807 at 6%; with 100% employer match about $483,533 at 4% or $322,356 at 6%. |
| Royal Oak Financial Advisors LLC 401(K) Plan | - | 3 | $184,172 | $116,048 | $38,683iApproximate average salary by contribution assumption: employee only about $967,067 at 4% or $644,711 at 6%; with 50% employer match about $644,711 at 4% or $429,807 at 6%; with 100% employer match about $483,533 at 4% or $322,356 at 6%. |
| 2021 | 1 | 3 | $119,522 | $46,662 | $15,554iApproximate average salary by contribution assumption: employee only about $388,850 at 4% or $259,233 at 6%; with 50% employer match about $259,233 at 4% or $172,822 at 6%; with 100% employer match about $194,425 at 4% or $129,617 at 6%. |
| Royal Oak Financial Advisors LLC 401(K) Plan | - | 3 | $119,522 | $46,662 | $15,554iApproximate average salary by contribution assumption: employee only about $388,850 at 4% or $259,233 at 6%; with 50% employer match about $259,233 at 4% or $172,822 at 6%; with 100% employer match about $194,425 at 4% or $129,617 at 6%. |
| 2020 | 1 | 2 | $58,205 | $45,500 | $22,750iApproximate average salary by contribution assumption: employee only about $568,750 at 4% or $379,167 at 6%; with 50% employer match about $379,167 at 4% or $252,778 at 6%; with 100% employer match about $284,375 at 4% or $189,583 at 6%. |
| Royal Oak Financial Advisors LLC 401(K) Plan | - | 2 | $58,205 | $45,500 | $22,750iApproximate average salary by contribution assumption: employee only about $568,750 at 4% or $379,167 at 6%; with 50% employer match about $379,167 at 4% or $252,778 at 6%; with 100% employer match about $284,375 at 4% or $189,583 at 6%. |