Great Oak Wealth Management (EIN 84-3708841) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $314K in plan assets and 2 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Great Oak Wealth Management 401(k) Plan | 001 | 2 | $314K |
84-3708841 is the Employer Identification Number (EIN) Great Oak Wealth Management 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 Pennsylvania EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
