Oakwell Private Wealth Management, LLC

Richard Tatum signed Oakwell Private Wealth Management, LLC's 2024 Form 5500 as plan administrator.

• Richard Tatum — Plan Administrator — Form 5500 signer

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

Oakwell Private Wealth Management, LLC's EIN is 45-4479773.

Download the official 2024 Form 5500 (PDF) for Oakwell Private Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Oakwell Private Wealth Management, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).