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OAKWOOD WEALTH PARTNERS

EIN 84-3883837-financial services-Latest filing 2025
Plans
1
Retirement
1
$459K assets
Welfare
0
Participants
13
17400 LAGUNA CANYON RD,, SUITE 125 - IRVINE, CA 92618949-341-4288oakwoodwealthpartners.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$459K - 13 part

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Retirement#001

OAKWOOD WEALTH PARTNERS 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$459K
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAKWOOD WEALTH PARTNERS 401(K) PROFIT SHARING PLAN & TRUST401k$459K132025
Retirement plans
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