OAK WEALTH MANAGEMENT, LLC
EIN 46-4699386WALNUT CREEK, CA
OAK WEALTH MANAGEMENT, LLC (EIN 46-4699386) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $231K in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
1
Participants
4
Total assets
$231K
A OAK WEALTH MANAGEMENT, LLC employee? See the OAK WEALTH MANAGEMENT, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 46-4699386
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| OAK WEALTH MANAGEMENT, LLC., 401(K) PLAN & TRUST | 001 | 4 | $231K |
About this EIN
46-4699386 is the Employer Identification Number (EIN) 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 California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?