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.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Oak Leaf Wealth Management 401(k) Plan | 001 | 8 | $707K |
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?
