Sponsor portfolio
OAKMONT INSURANCE, LLC
EIN 85-0472206Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$547K assets
Welfare
0
Participants
10
2001 CARLISLE BLVD NE, SUITE D - ALBUQUERUQUE, NM 87110505-821-6966
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OAKMONT ADVISORY 401(K) PLAN | 401k | $547K | 10 | 2024 |
Retirement plans