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OAK LEAF WEALTH MANAGEMENT

EIN 86-1294504-financial services-Latest filing 2024
Plans
1
Retirement
1
$707K assets
Welfare
0
Participants
9
598 GREAT ROAD - NORTH SMITHFIELD, RI 028966810401-765-1711oakleafwm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$707K - 9 part

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Retirement#001

OAK LEAF WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$707K
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAK LEAF WEALTH MANAGEMENT 401(K) PLAN401k$707K92024
Retirement plans
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