Oakpoint Wealth Management LLC
Atlantic, IA, 50022
- Plans
- 1
- Total participants
- 7
- Filing years
- 2024, 2025
- NAICS
- 523900
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2025 | Form 5500-SF | 001 | Oakpoint Wealth Management, LLC Safe Harbor 401(K) Plan | 3 |
| 2024 | Form 5500-SF | 001 | Freund Financial Services LLC Safe Harbor 401(K) Plan | 4 |
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.
Other plan sponsors in Iowa
1 Source Solar, LLC
47-3526994Ankeny, IA·1 plan·2024, 2023, 2022, 2021, 20201 Vision Aviation, PLLC
81-2691339Sioux City, IA·1 plan·2024, 2023, 2022, 2021, 202010 Roads Express
61-1947439Carter Lake, IA·2 plans·2024, 2023, 2022, 2021143 Management Services, INC.
20-3011348Urbandale, IA·1 plan·2024, 2025, 2023, 2022, 2021, 20201st Class Security, INC.
47-0829908Sergeant Bluff, IA·1 plan·2024, 2023, 2022, 2021, 20201st Gateway Credit Union
42-0802440Camanche, IA·1 plan·2024, 2023, 2022, 2021, 20201st Interiors, INC.
39-1954612Waukee, IA·1 plan·2024, 2023, 2022, 2021, 202021st Century Cooperative Co.
42-0241690Cumberland, IA·2 plans·2024, 2023, 2022, 2021, 2020