How big is OES Wealth Partners, LLC's plan?

OES Wealth Partners, LLC's plan reported $2K in assets and 2 participants for 2025.

Original filing (PDF)20260504221149NAL0000190691029

OES Wealth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

OES Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · OES Wealth Partners, LLC's OES Wealth Partners, LLC 401(k) Plan held $2K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

Plan identifiers

OES Wealth Partners, LLC's EIN is 99-3097778.

EIN 99-3097778

Plan number 001

Plan year 2025

ACK ID 20260504221149NAL0000190691029

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

OES Wealth Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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