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OATES LABRITZ WEALTH MANAGEMENT, LLC

EIN 86-3789583-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.8M assets
Welfare
0
Participants
5
455 SUNCREST TOWENE CENTER DRIVE - MORGANTOWN, WV 26505304-554-2500oateslabritzwm.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$2.8M - 5 part

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Retirement#001

OATES LABRITZ WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$2.8M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OATES LABRITZ WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN401k$2.8M52025
Retirement plans
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