Sponsor portfolio
OAKWOOD FINANCIAL, LLC
EIN 38-3334154Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$680K assets
Welfare
0
Participants
1
1 E HURON AVE - BAD AXE, MI 48413989-269-7248
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OAKWOOD FINANCIAL, LLC CASH BALANCE PENSION PLAN | CashBalance | $680K | 1 | 2025 |
Retirement plans