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OAKPOINT WEALTH MANAGEMENT LLC

EIN 83-2453898-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$96K assets
Welfare
0
Participants
3
611 SPRUCE STREET, PO BOX 26 - ATLANTIC, IA 50022515-988-6206
Plans on this EIN
1 filing
#001401k-$96K - 3 part

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Retirement#001

OAKPOINT WEALTH MANAGEMENT, LLC SAFE HARBOR 401(K) PLAN

401k

Assets$96K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAKPOINT WEALTH MANAGEMENT, LLC SAFE HARBOR 401(K) PLAN401k$96K32025
Retirement plans
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