Oakpoint Fund Services, LLC (EIN 20-4980756) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.4M in plan assets and 7 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Oakpoint Fund Services, LLC Cash Balance Pension Plan | 002 | 3 | $1.0M |
| Oakpoint Fund Services, LLC 401(k) Profit Sharing Plan | 001 | 4 | $328K |
20-4980756 is the Employer Identification Number (EIN) Oakpoint Fund 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 Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
