Form 5500 Search

OAK WEALTH MANAGEMENT

EIN 93-2130877CONSHOHOCKEN, PA

OAK WEALTH MANAGEMENT (EIN 93-2130877) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $128K in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
4
Total assets
$128K
A OAK WEALTH MANAGEMENT employee? See the OAK WEALTH MANAGEMENT 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 93-2130877

Form 5500 search →
PlanPlan #ParticipantsAssets
OAK WEALTH MANAGEMENT 401(K) PLAN0014$128K

About this EIN

93-2130877 is the Employer Identification Number (EIN) OAK 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 Pennsylvania 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 WEALTH MANAGEMENT EIN & Form 5500