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GREAT OAK WEALTH MANAGEMENT

EIN 84-3708841-financial services-Latest filing 2025
Plans
1
Retirement
1
$314K assets
Welfare
0
Participants
3
2295 WELLS RD - POTTSTOWN, PA 19465484-986-2002greatoakadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001OtherDC-$314K - 3 part

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Retirement#001

GREAT OAK WEALTH MANAGEMENT 401(K) PLAN

OtherDC

Assets$314K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GREAT OAK WEALTH MANAGEMENT 401(K) PLANOtherDC$314K32025
Retirement plans
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