Skyoak Capital 401(k) match, vesting and fees
What Skyoak Capital's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Leading Retirement Solutions, LLC | Schedule C ↗ |
| Independent auditor | Belfint, Lyons & Shuman, P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Skyoak Capital: employer contribution per participant | $212 | |
| Peer median | $2,868 |
| Skyoak Capital: average balance | $4,404 | |
| Peer median | $95,281 |
| Skyoak Capital: admin expenses ÷ assets | 3.24% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $0 at the end of plan year 2021 to $1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 289 | $1M | $50K | $212 | 3.24% | Not published | Form 5500 ↗ |
| 2023 | 172 | $559K | $52K | $392 | 2.48% | Not published | Form 5500 ↗ |
| 2022 | 12 | $316K | $32K | $2,688 | 3.43% | Not published | 5500-SF ↗ |
| 2021 | 0 | $0 | — | — | — | Not published | 5500-SF ↗ |
Other Skyoak Capital plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Skyoak Capital, Inc. 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Skyoak Capital match 401(k) contributions?
The match terms for the Skyoak Capital, Inc. Pooled Employer Plan No. 1 have not been published from its filing yet. The plan year 2024 filing reports $50K in employer contributions, about $212 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Skyoak Capital 401(k) match vested?
The vesting schedule for the Skyoak Capital, Inc. Pooled Employer Plan No. 1 is not in the data published so far. Your Summary Plan Description states it.
Who manages the Skyoak Capital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Leading Retirement Solutions, LLC. The plan administrator is Skyoak Capital, Inc..
I left Skyoak Capital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Skyoak Capital, Inc., (702) 448-7474) or the recordkeeper, Leading Retirement Solutions, LLC. The Skyoak Capital old 401(k) page lists the contacts from every plan filing. Find an old Skyoak Capital 401(k)
Data from the public Form 5500 annual reports Skyoak Capital filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Skyoak Capital. Not financial advice. Report a correction · Methodology