OpenERISA

Waterstone Private Wealth Management

Owasso, OK, 740555376

EIN 65-1219221
Plans
1
Total participants
33
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523110
Plan sponsors in OklahomaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Waterstone Private Wealth Management 401(K) Plan7
2023Form 5500-SF001Waterstone Private Wealth Management 401(K) Plan8
2022Form 5500-SF001Waterstone Private Wealth Management 401(K) Plan7
2021Form 5500-SF001Waterstone Private Wealth Management 401(K) Plan6
2020Form 5500-SF001Waterstone Private Wealth Management 401(K) Plan5

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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