OAKWOOD FINANCIAL SERVICES, LLC
EIN 16-1610216ROCHESTER, NY
OAKWOOD FINANCIAL SERVICES, LLC (EIN 16-1610216) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $4.8M in plan assets and 27 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
27
Total assets
$4.8M
A OAKWOOD FINANCIAL SERVICES, LLC employee? See the OAKWOOD FINANCIAL SERVICES, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 16-1610216
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| OAKWOOD FINANCIAL SERVICES, LLC 401(K) SAVINGS PLAN | 001 | 16 | $3.8M |
| OAKWOOD FINANCIAL SERVICES CASH BALANCE PLAN | 002 | 11 | $988K |
About this EIN
16-1610216 is the Employer Identification Number (EIN) OAKWOOD FINANCIAL SERVICES, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?