Form 5500 Search

STONE OAK WEALTH MANAGEMENT, LLC

EIN 20-2153251SAN ANTONIO, TX

STONE OAK WEALTH MANAGEMENT, LLC (EIN 20-2153251) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $509K in plan assets and 7 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
7
Total assets
$509K
A STONE OAK WEALTH MANAGEMENT, LLC employee? See the STONE OAK WEALTH MANAGEMENT, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 20-2153251

Form 5500 search →
PlanPlan #ParticipantsAssets
SOW 401(K) PLAN0027$509K

About this EIN

20-2153251 is the Employer Identification Number (EIN) STONE OAK WEALTH MANAGEMENT, 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 Texas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

STONE OAK WEALTH MANAGEMENT, LLC EIN & Form 5500