How big is Oates Labritz Wealth Management, LLC's plan?

Oates Labritz Wealth Management, LLC's plan reported $2.8M in assets and 4 participants for 2025.

Original filing (PDF)20260417162701NAL0024252448001

Oates Labritz Wealth Management, LLC

Name: Oates Labritz Wealth Management, LLC — Oates Labritz, Form 5500 (2025)
Creator: Oates Labritz Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oates Labritz Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Oates Labritz Wealth Management, LLC's Oates Labritz Wealth Management, LLC 401(k) Profit Sharing Plan held $2.8M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Charles Labritz signed Oates Labritz Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Charles Labritz — 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

Oates Labritz Wealth Management, LLC's EIN is 86-3789583.

EIN 86-3789583

Plan number 001

Plan year 2025

ACK ID 20260417162701NAL0024252448001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Oates Labritz Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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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