TRI-OAK FINANCIAL, LLC
EIN 92-2940873DUBLIN, OH
TRI-OAK FINANCIAL, LLC (EIN 92-2940873) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.2M in plan assets and 17 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
17
Total assets
$1.2M
A TRI-OAK FINANCIAL, LLC employee? See the TRI-OAK FINANCIAL, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 92-2940873
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| TRI-OAK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 001 | 9 | $1.2M |
| TRI-OAK SOCA BENEFIT PLAN | 501 | 8 | $641 |
About this EIN
92-2940873 is the Employer Identification Number (EIN) TRI-OAK FINANCIAL, 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 Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?