Tri-Oak Financial, LLC (EIN 92-2940873) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.4M in plan assets and 18 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Tri-Oak Wealth Management 401(k) Profit Sharing Plan | 001 | 10 | $1.4M |
| Tri-Oak SOCA Benefit Plan | 501 | 8 | $641 |
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?
