One Source Wealth Management, LLC (EIN 86-1697443) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $2.9M in plan assets and 5 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| One Source Wealth Management, LLC 401-K Retirement Plan | 001 | 5 | $2.9M |
86-1697443 is the Employer Identification Number (EIN) One Source 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 Massachusetts EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
