Original filing (PDF)20251009160924NAL0003746883001

OAKWELL PRIVATE WEALTH MANAGEMENT, LLC

Name: OAKWELL PRIVATE WEALTH MANAGEMENT, LLC — OAKWELL PWM 401(K) PLAN, Form 5500 (2024)
Creator: OAKWELL PRIVATE WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

OAKWELL PWM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$980K

Net assets (EOY)

$980K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OAKWELL PRIVATE WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

OAKWELL PRIVATE WEALTH MANAGEMENT, LLC

EIN

45-4479773all filings

Address

3200 STECK AVENUE, SUITE 200 · AUSTIN, TX · 78757

Phone

(512) 640-3610

Industry

Finance & Insurancesee all

Plan administrator