P 401(k) Plan Report

Stable plan record

OAKPOINT WEALTH MANAGEMENT, LLC SAFE HARBOR 401(K) PLAN

Sponsored by OAKPOINT WEALTH MANAGEMENT LLC · EIN/PN 832453898-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$1,581
Administrative cost per participant
2025
$58
Active participants
2025
3
Total plan assets
2025
$95,901
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260416163007NAL00215335850013$1,581
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.