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OAK WEALTH MANAGEMENT

EIN 93-2130877-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$337K assets
Welfare
0
Participants
4
1 FAYETTE STREET, SUITE 140 - CONSHOHOCKEN, PA 19428610-922-1288
Plans on this EIN
1 filing
#001401k-$337K - 4 part

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Retirement#001

OAK WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$337K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAK WEALTH MANAGEMENT 401(K) PLAN401k$337K42025
Retirement plans
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