THREE OAKS LEADERSHIP ADVISORS, LLC
Plan context: THREE OAKS LEADERSHIP ADVISORS 401(K) PLAN
EIN 87-3536010 • Bellaire, TX • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$766,337
2025 Contributions
$118,206
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 | $766,337 | $118,206 | $29,552iApproximate average salary by contribution assumption: employee only about $738,788 at 4% or $492,525 at 6%; with 50% employer match about $492,525 at 4% or $328,350 at 6%; with 100% employer match about $369,394 at 4% or $246,263 at 6%. |
| THREE OAKS LEADERSHIP ADVISORS 401(K) PLAN | - | 4 | $766,337 | $118,206 | $29,552iApproximate average salary by contribution assumption: employee only about $738,788 at 4% or $492,525 at 6%; with 50% employer match about $492,525 at 4% or $328,350 at 6%; with 100% employer match about $369,394 at 4% or $246,263 at 6%. |
| 2024 | 1 | 4 | $534,905 | $237,749 | $59,437iApproximate average salary by contribution assumption: employee only about $1,485,931 at 4% or $990,621 at 6%; with 50% employer match about $990,621 at 4% or $660,414 at 6%; with 100% employer match about $742,966 at 4% or $495,310 at 6%. |
| THREE OAKS LEADERSHIP ADVISORS 401(K) PLAN | - | 4 | $534,905 | $237,749 | $59,437iApproximate average salary by contribution assumption: employee only about $1,485,931 at 4% or $990,621 at 6%; with 50% employer match about $990,621 at 4% or $660,414 at 6%; with 100% employer match about $742,966 at 4% or $495,310 at 6%. |
| 2023 | 1 | 4 | $365,429 | $224,494 | $56,124iApproximate average salary by contribution assumption: employee only about $1,403,088 at 4% or $935,392 at 6%; with 50% employer match about $935,392 at 4% or $623,594 at 6%; with 100% employer match about $701,544 at 4% or $467,696 at 6%. |
| THREE OAKS LEADERSHIP ADVISORS 401(K) PLAN | - | 4 | $365,429 | $224,494 | $56,124iApproximate average salary by contribution assumption: employee only about $1,403,088 at 4% or $935,392 at 6%; with 50% employer match about $935,392 at 4% or $623,594 at 6%; with 100% employer match about $701,544 at 4% or $467,696 at 6%. |
| 2022 | 1 | 4 | $93,003 | $94,624 | $23,656iApproximate average salary by contribution assumption: employee only about $591,400 at 4% or $394,267 at 6%; with 50% employer match about $394,267 at 4% or $262,844 at 6%; with 100% employer match about $295,700 at 4% or $197,133 at 6%. |
| THREE OAKS LEADERSHIP ADVISORS 401(K) PLAN | - | 4 | $93,003 | $94,624 | $23,656iApproximate average salary by contribution assumption: employee only about $591,400 at 4% or $394,267 at 6%; with 50% employer match about $394,267 at 4% or $262,844 at 6%; with 100% employer match about $295,700 at 4% or $197,133 at 6%. |