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OAK WEALTH MANAGEMENT, LLC

EIN 46-4699386-financial services-Latest filing 2025
Plans
1
Retirement
1
$302K assets
Welfare
0
Participants
4
2890 N. MAIN STREET, SUITE 306 - WALNUT CREEK, CA 94597925-357-8320oakwealthmanagement.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$302K - 4 part

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Retirement#001

OAK WEALTH MANAGEMENT, LLC., 401(K) PLAN & TRUST

401k

Assets$302K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAK WEALTH MANAGEMENT, LLC., 401(K) PLAN & TRUST401k$302K42025
Retirement plans
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