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  2. Oak Point Partners, LLC

Filings through Oct 24, 2026.

Company

Oak Point Partners, LLC

EIN 30-0008093-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Health & Benefits
0
Participants
67
5215 OLD ORCHARD ROAD, SUITE 1000 - SKOKIE, IL 60077847-779-0637
Plans on this EIN
1 filing
#001401(k)-$1.3M - 67 part

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Retirement#001

OAK POINT PARTNERS 401(K) PLAN

401(k)

Assets$1.3M
Participants67
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001OAK POINT PARTNERS 401(K) PLAN401(k)$1.3M672025
  • OAK POINT PARTNERS 401(K) PLAN$1.3M
    #001 · 401(k) · 202567
Retirement plans
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