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  1. Companies/
  2. Oak Wealth Advisors, LLC

Filings through Oct 24, 2026.

Oak Wealth Advisors, LLC

EIN 46-1630295-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$113K assets
Health & Benefits
0
Participants
7
8 CADILLAC DRIVE, SUITE 300 - BRENTWOOD, TN 37027847-945-8888
Plans on this EIN
1 filing
#001401(k)-$113K - 7 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

OAK WEALTH ADVISORS, LLC 401(K) PLAN

401(k)

Assets$113K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001OAK WEALTH ADVISORS, LLC 401(K) PLAN401(k)$113K72025
  • OAK WEALTH ADVISORS, LLC 401(K) PLAN$113K
    #001 · 401(k) · 20257
Retirement plans
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