Stone Oak Wealth Management, LLC

Mark Charest signed Stone Oak Wealth Management, LLC's 2025 Form 5500 as plan administrator.

• Mark Charest — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Stone Oak Wealth Management, LLC's EIN is 20-2153251.

Download the official 2025 Form 5500 (PDF) for Stone Oak Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Stone Oak Wealth Management, LLC's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.