How big is Oakview Wealth Solutions' plan?

Oakview Wealth Solutions' plan reported $1K in assets and 2 participants for 2024.

Original filing (PDF)20251229104913NAL0010165923001

Oakview Wealth Solutions

Name: Oakview Wealth Solutions — Oakview Wealth Solutions, Form 5500 (2024)
Creator: Oakview Wealth Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oakview Wealth Solutions MCF Benefit Plan

Health & welfare plan · Oakview Wealth Solutions' Oakview Wealth Solutions MCF Benefit Plan held $1K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$361

People on this filing

Becky Wekenborg signed Oakview Wealth Solutions' 2024 Form 5500 as plan administrator.

Becky Wekenborg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Oakview Wealth Solutions' EIN is 82-5362110.

EIN 82-5362110

Plan number 501

Plan year 2024

ACK ID 20251229104913NAL0010165923001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oakview Wealth Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oakview Wealth Solutions' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score