OpenERISA

Fourstone Wealth Management, LLC

Bartlesville, OK, 74005

EIN 26-0541626
Plans
1
Total participants
30
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in OklahomaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Fourstone Wealth Management, LLC 401(K) Profit Sharing Plan6
2023Form 5500-SF001Fourstone Wealth Management, LLC 401(K) Profit Sharing Plan6
2022Form 5500-SF001F.I.S.D., Incorporated 401(K) Profit Sharing Plan6
2021Form 5500-SF001F.I.S.D., Incorporated 401(K) Profit Sharing Plan6
2020Form 5500-SF001F.I.S.D., Incorporated 401(K) Profit Sharing Plan6

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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