Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OAKWOOD FINANCIAL SERVICES, LLC
EIN 16-1610216financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
35
190 LINDEN OAKS SUITE A - ROCHESTER, NY 14625585-787-6870oakwoodaccess.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 35 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OAKWOOD FINANCIAL SERVICES, LLC 401(K) SAVINGS PLAN
401k
Assets$5.0M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OAKWOOD FINANCIAL SERVICES CASH BALANCE PLAN
CashBalance
Assets$988K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OAKWOOD FINANCIAL SERVICES, LLC 401(K) SAVINGS PLAN | 401k | $5.0M | 22 | 2025 | |
| 002 | OAKWOOD FINANCIAL SERVICES CASH BALANCE PLAN | CashBalance | $988K | 13 | 2024 |
Retirement plans