Sponsor portfolio
OAK HARVEST FINANCIAL GROUP
EIN 45-5065979financial servicesLatest filing 2025
Plans
1
Retirement
1
$2.4M assets
Welfare
0
Participants
43
920 MEMORIAL CITY WAY, SUITE #120 - HOUSTON, TX 77024281-822-1350oakharvestfg.comLinkedIn11-50 employeesfinancial services
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 | |
|---|---|---|---|---|---|---|
| 001 | OAK HARVEST 401(K) PLAN | 401k | $2.4M | 43 | 2025 |
Retirement plans