Form 5500 Search

OAK LEAF WEALTH MANAGEMENT

EIN 86-1294504NORTH SMITHFIELD, RI

OAK LEAF WEALTH MANAGEMENT (EIN 86-1294504) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $707K in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
8
Total assets
$707K
A OAK LEAF WEALTH MANAGEMENT employee? See the OAK LEAF WEALTH MANAGEMENT 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 86-1294504

Form 5500 search →
PlanPlan #ParticipantsAssets
OAK LEAF WEALTH MANAGEMENT 401(K) PLAN0018$707K

About this EIN

86-1294504 is the Employer Identification Number (EIN) OAK LEAF 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 Rhode Island EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

OAK LEAF WEALTH MANAGEMENT EIN & Form 5500