Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WOODLAND WEALTH MANAGEMENT, LLC
EIN 27-4131473financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
6
7233 S. 85TH E. AVENUE, STE. 400 - TULSA, OK 74133918-495-1244LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 6 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#002
WOODLAND WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$3.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WOODLAND WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$200K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WOODLAND WEALTH MANAGEMENT, LLC CASH BALANCE PENSION PLAN | CashBalance | $3.3M | 3 | 2025 | |
| 003 | WOODLAND WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | ProfitSharing | $200K | 3 | 2025 |
Retirement plans