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OAKWOOD CAPITAL PARTNERS, LLC

EIN 93-3635469-financial services-Latest filing 2025
Plans
1
Retirement
1
$892K assets
Welfare
0
Participants
12
15701 S. TAMIAMI TRAIL, STE 300 - FORT MYERS, FL 33908239-350-0245oakwoodcp.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$892K - 12 part

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Retirement#001

OAKWOOD CAPITAL PARTNERS, LLC 401(K) PLAN

401k

Assets$892K
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAKWOOD CAPITAL PARTNERS, LLC 401(K) PLAN401k$892K122025
Retirement plans
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